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 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 $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

Basso Capital Management's IJH Position: Q1 2026 in Review

Basso Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 825% in Q1 2026, buying an estimated $773K and bringing the position to 12,502 shares worth $844K. The position accounts for 0.52% of the portfolio, ranked #26.

Basso Capital Management first reported a position in IJH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Basso Capital Management held 12,502 shares of iShares Core S&P Mid-Cap ETF worth $844K as of Q1 2026.
Basso Capital Management bought 11,150 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $773K.
iShares Core S&P Mid-Cap ETF made up 0.52% of Basso Capital Management's portfolio in Q1 2026, its #26 holding.
Basso Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Basso Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.41M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.