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Carl P. Sherr & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carl P. Sherr & Co’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
Q2 		$757K Sell
9,819
-370
-4% -$27.1K 0.32% 65
2026
Q1 		$688K Hold
10,189
– – 0.32% 66
2025
Q4 		$700K Sell
10,189
-189
-2% -$12.4K 0.31% 65
2025
Q3 		$677K Sell
10,378
-326
-3% -$20.9K 0.32% 62
2025
Q2 		$664K Hold
10,704
– – 0.34% 60
2025
Q1 		$625K Hold
10,704
– – 0.34% 63
2024
Q4 		$667K Sell
10,704
-114
-1% -$7.31K 0.35% 63
2024
Q3 		$674K Sell
10,818
-160
-1% -$9.65K 0.35% 67
2024
Q2 		$642K Hold
10,978
– – 0.36% 67
2024
Q1 		$667K Sell
10,978
-32
-0.3% -$1.81K 0.38% 68
2023
Q4 		$610K Sell
11,010
-200
-2% -$10.1K 0.37% 69
2023
Q3 		$559K Sell
11,210
-135
-1% -$7.08K 0.38% 64
2023
Q2 		$593K Hold
11,345
– – 0.39% 64
2023
Q1 		$568K Sell
11,345
-455
-4% -$23.2K 0.41% 58
2022
Q4 		$571K Sell
11,800
-1,305
-10% -$63K 0.43% 59
2022
Q3 		$575K Sell
13,105
-655
-5% -$31.7K 0.46% 55
2022
Q2 		$623K Buy
13,760
+290
+2% +$14.3K 0.47% 60
2022
Q1 		$723K Sell
13,470
-640
-5% -$34.1K 0.49% 58
2021
Q4 		$799K Hold
14,110
– – 0.48% 59
2021
Q3 		$742K Hold
14,110
– – 0.59% 47
2021
Q2 		$758K Sell
14,110
-1,090
-7% -$58.8K 0.52% 54
2021
Q1 		$791K Sell
15,200
-125
-0.8% -$6.24K 0.6% 50
2020
Q4 		$704K Sell
15,325
-65
-0.4% -$2.74K 0.56% 52
2020
Q3 		$570K Sell
15,390
-980
-6% -$36.6K 0.52% 61
2020
Q2 		$582K Sell
16,370
-11,255
-41% -$374K 0.58% 56
2020
Q1 		$795K Sell
27,625
-305
-1% -$11.3K 0.94% 30
2019
Q4 		$1.15M Buy
+27,930
New +$1.11M 1.12% 24

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carl P. Sherr & Co's IJH Position: Q2 2026 in Review

Carl P. Sherr & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, selling an estimated $27.1K and leaving 9,819 shares worth $757K. The position accounts for 0.32% of the portfolio, ranked #65.

Carl P. Sherr & Co first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2019. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Carl P. Sherr & Co held 9,819 shares of iShares Core S&P Mid-Cap ETF worth $757K as of Q2 2026.
  • Carl P. Sherr & Co sold 370 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.32% of Carl P. Sherr & Co's portfolio in Q2 2026, its #65 holding.
  • Carl P. Sherr & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Carl P. Sherr & Co's iShares Core S&P Mid-Cap ETF position peaked at $1.15M in Q4 2019.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.