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

Caldwell Sutter Capital’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	$15.6K	Hold	231	–	–	0.01%	513
2025 Q4	$15.2K	Buy	231 +11	+5%	+$721	0.01%	506
2025 Q3	$14.4K	Hold	220	–	–	0.01%	511
2025 Q2	$13.6K	Hold	220	–	–	0.01%	504
2025 Q1	$12.8K	Hold	220	–	–	0.01%	512
2024 Q4	$13.7K	Hold	220	–	–	0.01%	520
2024 Q3	$13.7K	Hold	220	–	–	0.01%	521
2024 Q2	$12.9K	Hold	220	–	–	0.01%	530
2024 Q1	$13.4K	Hold	220	–	–	0.01%	516
2023 Q4	$12.2K	Hold	220	–	–	0.01%	522
2023 Q3	$11K	Hold	220	–	–	0.01%	512
2023 Q2	$11.5K	Buy	+220	New	+$10.9K	0.01%	509

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

Caldwell Sutter Capital's IJH Position: Q1 2026 in Review

Caldwell Sutter Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 231 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #513.

Caldwell Sutter Capital first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Caldwell Sutter Capital held 231 shares of iShares Core S&P Mid-Cap ETF worth $15.6K as of Q1 2026.
Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q1 2026, its #513 holding.
Caldwell Sutter Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.