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 Q2	$7.13M	Buy	92,459 +833	+0.9%	+$61.1K	0.41%	55
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 $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

Beese Fulmer Investment Management's IJH Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.91% in Q2 2026, buying an estimated $61.1K and bringing the position to 92,459 shares worth $7.13M. The position accounts for 0.41% of the portfolio, ranked #55.

Beese Fulmer Investment Management first reported a position in IJH in Q2 2020 and has held it in 7 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Beese Fulmer Investment Management held 92,459 shares of iShares Core S&P Mid-Cap ETF worth $7.13M as of Q2 2026.
Beese Fulmer Investment Management bought 833 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $61.1K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #55 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 7 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.