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 Q2	$1.08M	Buy	14,034 +368	+3%	+$27K	0.03%	175
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 $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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Becker Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $27K and bringing the position to 14,034 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #175.

Becker Capital Management first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Becker Capital Management held 14,034 shares of iShares Core S&P Mid-Cap ETF worth $1.08M as of Q2 2026.
Becker Capital Management bought 368 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Becker Capital Management's portfolio in Q2 2026, its #175 holding.
Becker Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.