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

Campion 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 		$15.7M Buy
233,105
+11,037
+5% +$766K 10.68% 1
2025
Q4 		$14.7M Buy
222,068
+36,929
+20% +$2.42M 10.18% 2
2025
Q3 		$12.1M Buy
185,139
+3,611
+2% +$232K 8.58% 1
2025
Q2 		$11.3M Buy
181,528
+12,470
+7% +$732K 8.45% 2
2025
Q1 		$9.86M Buy
169,058
+6,138
+4% +$381K 7.63% 2
2024
Q4 		$10.2M Buy
162,920
+11,902
+8% +$763K 7.67% 2
2024
Q3 		$9.41M Buy
151,018
+14,048
+10% +$847K 6.91% 4
2024
Q2 		$8.02M Buy
136,970
+5,749
+4% +$338K 6.3% 4
2024
Q1 		$7.97M Buy
131,221
+20,151
+18% +$1.14M 6.16% 3
2023
Q4 		$6.16M Buy
111,070
+11,700
+12% +$593K 5.21% 5
2023
Q3 		$4.96M Buy
99,370
+11,505
+13% +$603K 4.58% 6
2023
Q2 		$4.59M Buy
87,865
+4,365
+5% +$217K 4.1% 8
2023
Q1 		$4.18M Buy
83,500
+2,895
+4% +$147K 3.94% 8
2022
Q4 		$3.9M Sell
80,605
-1,430
-2% -$69.1K 3.83% 8
2022
Q3 		$3.6M Buy
82,035
+1,455
+2% +$70.3K 3.8% 7
2022
Q2 		$3.65M Buy
80,580
+8,745
+12% +$432K 3.6% 7
2022
Q1 		$3.85M Sell
71,835
-175
-0.2% -$9.32K 3.28% 8
2021
Q4 		$4.08M Buy
72,010
+2,375
+3% +$132K 3.38% 9
2021
Q3 		$3.66M Sell
69,635
-14,050
-17% -$756K 3.27% 9
2021
Q2 		$4.5M Sell
83,685
-5,925
-7% -$320K 3.73% 9
2021
Q1 		$4.67M Buy
+89,610
New +$4.48M 3.53% 9

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Campion Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q1 2026, buying an estimated $766K and bringing the position to 233,105 shares worth $15.7M. The position accounts for 10.68% of the portfolio, ranked #1.

Campion Asset Management first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Campion Asset Management held 233,105 shares of iShares Core S&P Mid-Cap ETF worth $15.7M as of Q1 2026.
  • Campion Asset Management bought 11,037 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $766K.
  • iShares Core S&P Mid-Cap ETF made up 10.68% of Campion Asset Management's portfolio in Q1 2026, its #1 holding.
  • Campion Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.