Baron Silver Stevens Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.4M	Buy	381,125 +2,789	+0.7%	+$205K	3.72%	8
2026 Q1	$25.5M	Buy	378,336 +5,939	+2%	+$412K	3.71%	8
2025 Q4	$24.6M	Sell	372,397 -6,151	-2%	-$403K	3.55%	8
2025 Q3	$24.7M	Buy	378,548 +1,940	+0.5%	+$125K	3.62%	8
2025 Q2	$23.4M	Sell	376,608 -11,632	-3%	-$683K	3.74%	8
2025 Q1	$22.7M	Sell	388,240 -11,067	-3%	-$687K	3.96%	7
2024 Q4	$24.9M	Buy	399,307 +8,865	+2%	+$569K	4.22%	7
2024 Q3	$24.3M	Buy	390,442 +6,193	+2%	+$373K	4.25%	7
2024 Q2	$22.5M	Buy	384,249 +5,817	+2%	+$342K	4.26%	7
2024 Q1	$23M	Sell	378,432 -2,403	-0.6%	-$136K	4.44%	7
2023 Q4	$21.1M	Sell	380,835 -6,315	-2%	-$320K	4.43%	7
2023 Q3	$19.3M	Buy	387,150 +4,575	+1%	+$240K	4.37%	7
2023 Q2	$20M	Buy	382,575 +54,975	+17%	+$2.73M	4.39%	6
2023 Q1	$16.4M	Sell	327,600 -47,655	-13%	-$2.43M	4.27%	8
2022 Q4	$18.2M	Buy	375,255 +3,520	+0.9%	+$170K	4.47%	7
2022 Q3	$13.4M	Buy	371,735 +4,030	+1%	+$195K	3.64%	10
2022 Q2	$16.6M	Buy	367,705 +7,380	+2%	+$364K	4.3%	8
2022 Q1	$19.3M	Sell	360,325 -6,240	-2%	-$332K	4.53%	7
2021 Q4	$20.8M	Buy	366,565 +7,450	+2%	+$415K	4.91%	7
2021 Q3	$18.9M	Buy	359,115 +8,055	+2%	+$433K	5.04%	6
2021 Q2	$18.9M	Buy	351,060 +5,420	+2%	+$293K	5.12%	5
2021 Q1	$18M	Buy	345,640 +3,420	+1%	+$171K	9.79%	4
2020 Q4	$15.7M	Buy	+342,220	New	+$14.4M	5.38%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IJH Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.74% in Q2 2026, buying an estimated $205K and bringing the position to 381,125 shares worth $29.4M. The position accounts for 3.72% of the portfolio, ranked #8.

Baron Silver Stevens Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Baron Silver Stevens Financial Advisors held 381,125 shares of iShares Core S&P Mid-Cap ETF worth $29.4M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 2,789 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $205K.
iShares Core S&P Mid-Cap ETF made up 3.72% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #8 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.