Beese Fulmer Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beese Fulmer Investment 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	$6.19M	Buy	91,626 +5,800	+7%	+$402K	0.4%	58
2025 Q4	$5.66M	Sell	85,826 -587	-0.7%	-$38.5K	0.37%	61
2025 Q3	$5.64M	Buy	86,413 +903	+1%	+$58K	0.39%	60
2025 Q2	$5.3M	Buy	+85,510	New	+$5.02M	0.4%	60
2022 Q3	–	Sell	-5,320	Closed	-$241K	–	218
2022 Q2	$241K	Buy	+5,320	New	+$263K	0.03%	196
2020 Q3	–	Sell	-2,920	Closed	-$104K	–	359
2020 Q2	$104K	Buy	+2,920	New	+$97K	0.02%	243

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

Beese Fulmer Investment Management's IJH Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q1 2026, buying an estimated $402K and bringing the position to 91,626 shares worth $6.19M. The position accounts for 0.4% of the portfolio, ranked #58.

Beese Fulmer Investment Management first reported a position in IJH in Q2 2020 and has held it in 6 quarters since. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Beese Fulmer Investment Management held 91,626 shares of iShares Core S&P Mid-Cap ETF worth $6.19M as of Q1 2026.
Beese Fulmer Investment Management bought 5,800 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $402K.
iShares Core S&P Mid-Cap ETF made up 0.4% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #58 holding.
Beese Fulmer Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 6 quarters since.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.