Basso Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Basso Capital Management’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	$2.84M	Buy	36,811 +24,309	+194%	+$1.78M	0.61%	38
2026 Q1	$844K	Buy	12,502 +11,150	+825%	+$773K	0.52%	26
2025 Q4	$89.2K	Sell	1,352 -20,240	-94%	-$1.33M	0.05%	73
2025 Q3	$1.41M	Buy	21,592 +2,825	+15%	+$182K	0.94%	21
2025 Q2	$1.16M	Buy	18,767 +2,097	+13%	+$123K	0.86%	19
2025 Q1	$973K	Buy	16,670 +12,520	+302%	+$777K	0.83%	21
2024 Q4	$259K	Buy	+4,150	New	+$266K	0.22%	38
2023 Q2	–	Sell	-7,000	Closed	-$350K	–	104
2023 Q1	$350K	Hold	7,000	–	–	0.34%	62
2022 Q4	$339K	Buy	+7,000	New	+$338K	0.36%	55

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

Basso Capital Management's IJH Position: Q2 2026 in Review

Basso Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 194% in Q2 2026, buying an estimated $1.78M and bringing the position to 36,811 shares worth $2.84M. The position accounts for 0.61% of the portfolio, ranked #38.

Basso Capital Management first reported a position in IJH in Q4 2022 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Basso Capital Management held 36,811 shares of iShares Core S&P Mid-Cap ETF worth $2.84M as of Q2 2026.
Basso Capital Management bought 24,309 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.78M.
iShares Core S&P Mid-Cap ETF made up 0.61% of Basso Capital Management's portfolio in Q2 2026, its #38 holding.
Basso Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.