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

Becker 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	$923K	Hold	13,666	–	–	0.03%	176
2025 Q4	$902K	Hold	13,666	–	–	0.03%	191
2025 Q3	$892K	Buy	13,666 +36	+0.3%	+$2.31K	0.03%	184
2025 Q2	$845K	Sell	13,630 -205	-1%	-$12K	0.03%	182
2025 Q1	$807K	Buy	13,835 +255	+2%	+$15.8K	0.03%	181
2024 Q4	$846K	Hold	13,580	–	–	0.03%	178
2024 Q3	$846K	Hold	13,580	–	–	0.03%	179
2024 Q2	$795K	Buy	13,580 +4,250	+46%	+$250K	0.03%	174
2024 Q1	$567K	Hold	9,330	–	–	0.02%	198
2023 Q4	$517K	Hold	9,330	–	–	0.02%	195
2023 Q3	$467K	Hold	9,330	–	–	0.02%	198
2023 Q2	$488K	Hold	9,330	–	–	0.02%	208
2023 Q1	$467K	Buy	+9,330	New	+$475K	0.02%	198

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

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

Becker Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 13,666 shares worth $923K. The position accounts for 0.03% of the portfolio, ranked #176.

Becker Capital Management first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Becker Capital Management held 13,666 shares of iShares Core S&P Mid-Cap ETF worth $923K as of Q1 2026.
Becker Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Becker Capital Management's portfolio in Q1 2026, its #176 holding.
Becker Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.