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

Blume Capital 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	$71.9K	Hold	1,065	–	–	0.01%	171
2025 Q4	$70.3K	Hold	1,065	–	–	0.01%	167
2025 Q3	$69.5K	Hold	1,065	–	–	0.01%	170
2025 Q2	$66.1K	Hold	1,065	–	–	0.01%	171
2025 Q1	$62.1K	Hold	1,065	–	–	0.01%	171
2024 Q4	$66.4K	Sell	1,065 -184	-15%	-$11.8K	0.01%	170
2024 Q3	$77.8K	Buy	1,249 +184	+17%	+$11.1K	0.02%	162
2024 Q2	$62.3K	Hold	1,065	–	–	0.02%	171
2024 Q1	$64.7K	Hold	1,065	–	–	0.02%	164
2023 Q4	$59K	Hold	1,065	–	–	0.02%	165
2023 Q3	$53.1K	Hold	1,065	–	–	0.02%	170
2023 Q2	$55.7K	Hold	1,065	–	–	0.02%	165
2023 Q1	$53.3K	Hold	1,065	–	–	0.02%	165
2022 Q4	$51.5K	Hold	1,065	–	–	0.02%	165
2022 Q3	$47K	Hold	1,065	–	–	0.02%	159
2022 Q2	$48K	Sell	1,065 -140	-12%	-$6.91K	0.02%	162
2022 Q1	$65K	Sell	1,205 -200	-14%	-$10.6K	0.02%	147
2021 Q4	$80K	Buy	1,405 +140	+11%	+$7.79K	0.03%	150
2021 Q3	$67K	Hold	1,265	–	–	0.02%	155
2021 Q2	$68K	Buy	+1,265	New	+$68.3K	0.02%	147

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

Blume Capital Management's IJH Position: Q1 2026 in Review

Blume Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 1,065 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #171.

Blume Capital Management first reported a position in IJH in Q2 2021 and has held it in 20 quarters since. The position peaked at $80K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Blume Capital Management held 1,065 shares of iShares Core S&P Mid-Cap ETF worth $71.9K as of Q1 2026.
Blume Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Blume Capital Management's portfolio in Q1 2026, its #171 holding.
Blume Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Blume Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $80K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.