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

Belpointe Asset 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	$11.5M	Buy	169,936 +60,437	+55%	+$4.19M	0.42%	46
2025 Q4	$7.23M	Sell	109,499 -21,426	-16%	-$1.4M	0.26%	67
2025 Q3	$8.54M	Sell	130,925 -8,214	-6%	-$528K	0.33%	57
2025 Q2	$8.63M	Buy	139,139 +27,201	+24%	+$1.6M	0.36%	52
2025 Q1	$6.53M	Buy	111,938 +2,430	+2%	+$151K	0.34%	51
2024 Q4	$6.78M	Sell	109,508 -24,407	-18%	-$1.57M	0.41%	43
2024 Q3	$8.35M	Buy	133,915 +26,440	+25%	+$1.59M	0.5%	32
2024 Q2	$6.29M	Buy	107,475 +11,888	+12%	+$698K	0.44%	41
2024 Q1	$5.81M	Buy	95,587 +55,792	+140%	+$3.16M	0.43%	40
2023 Q4	$2.21M	Sell	39,795 -7,070	-15%	-$359K	0.19%	102
2023 Q3	$2.34M	Sell	46,865 -2,510	-5%	-$132K	0.24%	76
2023 Q2	$2.58M	Sell	49,375 -10,540	-18%	-$524K	0.27%	75
2023 Q1	$3M	Buy	59,915 +5,130	+9%	+$261K	0.16%	123
2022 Q4	$2.65M	Buy	54,785 +3,355	+7%	+$162K	0.16%	124
2022 Q3	$2.26M	Buy	51,430 +1,425	+3%	+$68.9K	0.15%	131
2022 Q2	$2.26M	Buy	50,005 +3,985	+9%	+$197K	0.15%	142
2022 Q1	$2.47M	Buy	46,020 +3,300	+8%	+$176K	0.15%	140
2021 Q4	$2.42M	Buy	42,720 +32,030	+300%	+$1.78M	0.15%	139
2021 Q3	$563K	Buy	10,690 +105	+1%	+$5.65K	0.04%	472
2021 Q2	$569K	Buy	10,585 +1,605	+18%	+$86.7K	0.04%	458
2021 Q1	$468K	Buy	8,980 +930	+12%	+$46.4K	0.04%	459
2020 Q4	$369K	Buy	8,050 +375	+5%	+$15.8K	0.03%	487
2020 Q3	$285K	Buy	7,675 +400	+5%	+$15K	0.03%	454
2020 Q2	$259K	Buy	7,275 +45	+0.6%	+$1.49K	0.03%	452
2020 Q1	$208K	Sell	7,230 -9,265	-56%	-$344K	0.04%	422
2019 Q4	$679K	Buy	16,495 +10,315	+167%	+$409K	0.09%	253
2019 Q3	$239K	Sell	6,180 -2,240	-27%	-$86.1K	0.04%	433
2019 Q2	$327K	Buy	+8,420	New	+$323K	0.06%	316
2019 Q1	–	Sell	-6,375	Closed	-$212K	–	490
2018 Q4	$212K	Sell	6,375 -7,960	-56%	-$290K	0.05%	335
2018 Q3	$577K	Buy	+14,335	New	+$576K	0.09%	218

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

Belpointe Asset Management's IJH Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 55% in Q1 2026, buying an estimated $4.19M and bringing the position to 169,936 shares worth $11.5M. The position accounts for 0.42% of the portfolio, ranked #46.

Belpointe Asset Management first reported a position in IJH in Q3 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Belpointe Asset Management held 169,936 shares of iShares Core S&P Mid-Cap ETF worth $11.5M as of Q1 2026.
Belpointe Asset Management bought 60,437 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.19M.
iShares Core S&P Mid-Cap ETF made up 0.42% of Belpointe Asset Management's portfolio in Q1 2026, its #46 holding.
Belpointe Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.