Basepoint Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Basepoint Wealth’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	$1.04M	Sell	15,417 -2,793	-15%	-$194K	0.6%	23
2025 Q4	$1.2M	Buy	18,210 +47	+0.3%	+$3.08K	0.73%	19
2025 Q3	$1.19M	Buy	18,163 +48	+0.3%	+$3.08K	0.84%	21
2025 Q2	$1.12M	Buy	18,115 +47	+0.3%	+$2.76K	0.87%	19
2025 Q1	$1.05M	Buy	18,068 +26	+0.1%	+$1.61K	0.82%	22
2024 Q4	$1.12M	Buy	18,042 +40	+0.2%	+$2.56K	0.9%	21
2024 Q3	$1.12M	Sell	18,002 -370	-2%	-$22.3K	0.83%	24
2024 Q2	$1.08M	Buy	18,372 +222	+1%	+$13K	0.85%	22
2024 Q1	$1.1M	Buy	18,150 +5,355	+42%	+$303K	0.83%	25
2023 Q4	$709K	Buy	12,795 +90	+0.7%	+$4.57K	0.57%	44
2023 Q3	$634K	Sell	12,705 -325	-2%	-$17K	0.52%	49
2023 Q2	$682K	Sell	13,030 -50	-0.4%	-$2.48K	0.56%	45
2023 Q1	$654K	Buy	13,080 +55	+0.4%	+$2.8K	0.55%	46
2022 Q4	$630K	Hold	13,025	–	–	0.56%	49
2022 Q3	$571K	Buy	13,025 +5	+0%	+$242	0.61%	44
2022 Q2	$589K	Buy	13,020 +5	+0%	+$247	0.62%	41
2022 Q1	$699K	Hold	13,015	–	–	0.64%	27
2021 Q4	$737K	Buy	+13,015	New	+$724K	0.72%	28

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

Basepoint Wealth's IJH Position: Q1 2026 in Review

Basepoint Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, selling an estimated $194K and leaving 15,417 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #23.

Basepoint Wealth first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Basepoint Wealth held 15,417 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q1 2026.
Basepoint Wealth sold 2,793 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $194K.
iShares Core S&P Mid-Cap ETF made up 0.6% of Basepoint Wealth's portfolio in Q1 2026, its #23 holding.
Basepoint Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Basepoint Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.2M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.