Barrett & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Barrett & Company’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	$161K	Hold	2,385	–	–	0.06%	171
2025 Q4	$157K	Hold	2,385	–	–	0.05%	174
2025 Q3	$156K	Hold	2,385	–	–	0.05%	174
2025 Q2	$148K	Hold	2,385	–	–	0.06%	172
2025 Q1	$139K	Hold	2,385	–	–	0.06%	161
2024 Q4	$149K	Hold	2,385	–	–	0.06%	157
2024 Q3	$149K	Hold	2,385	–	–	0.06%	159
2024 Q2	$140K	Hold	2,385	–	–	0.06%	162
2024 Q1	$145K	Hold	2,385	–	–	0.07%	156
2023 Q4	$132K	Hold	2,385	–	–	0.07%	156
2023 Q3	$119K	Hold	2,385	–	–	0.07%	163
2023 Q2	$125K	Hold	2,385	–	–	0.07%	161
2023 Q1	$119K	Hold	2,385	–	–	0.08%	160
2022 Q4	$115K	Hold	2,385	–	–	0.08%	153
2022 Q3	$115K	Buy	+2,385	New	+$115K	0.08%	153

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrett & Company's IJH Position: Q1 2026 in Review

Barrett & Company held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,385 shares worth $161K. The position accounts for 0.06% of the portfolio, ranked #171.

Barrett & Company first reported a position in IJH in Q3 2022 and has held it in 15 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Barrett & Company held 2,385 shares of iShares Core S&P Mid-Cap ETF worth $161K as of Q1 2026.
Barrett & Company left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Barrett & Company's portfolio in Q1 2026, its #171 holding.
Barrett & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.