Bellecapital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bellecapital’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	$436K	Hold	5,650	–	–	0.07%	73
2026 Q1	$382K	Buy	+5,650	New	+$392K	0.07%	85
2024 Q3	–	Sell	-4,920	Closed	-$288K	–	163
2024 Q2	$288K	Hold	4,920	–	–	0.06%	121
2024 Q1	$299K	Hold	4,920	–	–	0.07%	128
2023 Q4	$273K	Hold	4,920	–	–	0.06%	129
2023 Q3	$245K	Hold	4,920	–	–	0.06%	145
2023 Q2	$257K	Hold	4,920	–	–	0.06%	143
2023 Q1	$246K	Sell	4,920 -330	-6%	-$16.8K	0.06%	172
2022 Q4	$254K	Hold	5,250	–	–	0.07%	166
2022 Q3	$230K	Hold	5,250	–	–	0.07%	171
2022 Q2	$238K	Hold	5,250	–	–	0.07%	179
2022 Q1	$282K	Hold	5,250	–	–	0.09%	162
2021 Q4	$297K	Hold	5,250	–	–	0.08%	158
2021 Q3	$276K	Hold	5,250	–	–	0.08%	163
2021 Q2	$282K	Hold	5,250	–	–	0.09%	159
2021 Q1	$273K	Hold	5,250	–	–	0.09%	160
2020 Q4	$241K	Buy	+5,250	New	+$221K	0.08%	166
2020 Q2	–	Sell	-21,775	Closed	-$627K	–	168
2020 Q1	$627K	Hold	21,775	–	–	0.4%	54
2019 Q4	$896K	Hold	21,775	–	–	0.46%	46
2019 Q3	$842K	Buy	21,775 +4,200	+24%	+$161K	0.51%	46
2019 Q2	$683K	Hold	17,575	–	–	0.42%	52
2019 Q1	$666K	Hold	17,575	–	–	0.42%	53
2018 Q4	$584K	Hold	17,575	–	–	0.42%	48
2018 Q3	$708K	Hold	17,575	–	–	0.46%	42
2018 Q2	$685K	Hold	17,575	–	–	0.49%	35
2018 Q1	$659K	Hold	17,575	–	–	0.62%	35
2017 Q4	$667K	Hold	17,575	–	–	0.54%	38
2017 Q3	$629K	Hold	17,575	–	–	0.74%	35
2017 Q2	$611K	Hold	17,575	–	–	0.54%	38
2017 Q1	$602K	Hold	17,575	–	–	0.56%	39
2016 Q4	$581K	Buy	+17,575	New	+$557K	0.52%	40

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

Bellecapital's IJH Position: Q2 2026 in Review

Bellecapital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,650 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #73.

Bellecapital first reported a position in IJH in Q4 2016 and has held it in 31 quarters since. The position peaked at $896K in Q4 2019. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bellecapital held 5,650 shares of iShares Core S&P Mid-Cap ETF worth $436K as of Q2 2026.
Bellecapital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of Bellecapital's portfolio in Q2 2026, its #73 holding.
Bellecapital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 31 quarters since.
Bellecapital's iShares Core S&P Mid-Cap ETF position peaked at $896K in Q4 2019.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.