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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
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 		$13.4K 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IJH Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q1 2026, buying an estimated $412K and bringing the position to 378,336 shares worth $25.5M. The position accounts for 3.71% of the portfolio, ranked #8.

Baron Silver Stevens Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 378,336 shares of iShares Core S&P Mid-Cap ETF worth $25.5M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 5,939 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $412K.
  • iShares Core S&P Mid-Cap ETF made up 3.71% of Baron Silver Stevens Financial Advisors's portfolio in Q1 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 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.