Blueprint Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blueprint Investment Partners’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	$5.66M	Buy	83,760 +11,518	+16%	+$799K	0.58%	35
2025 Q4	$4.77M	Sell	72,242 -8,470	-10%	-$555K	0.51%	42
2025 Q3	$5.27M	Buy	80,712 +8,720	+12%	+$560K	0.74%	34
2025 Q2	$4.46M	Buy	+71,992	New	+$4.23M	0.79%	34
2025 Q1	–	Sell	-11,626	Closed	-$724K	–	146
2024 Q4	$724K	Buy	11,626 +404	+4%	+$25.9K	0.12%	96
2024 Q3	$699K	Buy	11,222 +117	+1%	+$7.06K	0.13%	85
2024 Q2	$650K	Sell	11,105 -533	-5%	-$31.3K	0.14%	67
2024 Q1	$707K	Buy	11,638 +933	+9%	+$52.8K	0.14%	64
2023 Q4	$594K	Buy	10,705 +600	+6%	+$30.4K	0.16%	64
2023 Q3	$504K	Sell	10,105 -2,550	-20%	-$134K	0.16%	65
2023 Q2	$662K	Sell	12,655 -22,615	-64%	-$1.12M	0.24%	65
2023 Q1	$1.76M	Buy	35,270 +2,690	+8%	+$137K	0.4%	56
2022 Q4	$1.58M	Sell	32,580 -190	-0.6%	-$9.18K	0.33%	66
2022 Q3	$1.44M	Buy	32,770 +3,875	+13%	+$187K	0.39%	50
2022 Q2	$1.31M	Sell	28,895 -30,060	-51%	-$1.48M	0.35%	48
2022 Q1	$3.16M	Sell	58,955 -9,910	-14%	-$528K	0.81%	31
2021 Q4	$3.9M	Buy	+68,865	New	+$3.83M	0.96%	27

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

Blueprint Investment Partners's IJH Position: Q1 2026 in Review

Blueprint Investment Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, buying an estimated $799K and bringing the position to 83,760 shares worth $5.66M. The position accounts for 0.58% of the portfolio, ranked #35.

Blueprint Investment Partners first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Blueprint Investment Partners held 83,760 shares of iShares Core S&P Mid-Cap ETF worth $5.66M as of Q1 2026.
Blueprint Investment Partners bought 11,518 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $799K.
iShares Core S&P Mid-Cap ETF made up 0.58% of Blueprint Investment Partners's portfolio in Q1 2026, its #35 holding.
Blueprint Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.