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Carlson Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carlson Financial’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 		$218K Buy
+2,835
New +$208K 0.11% 175
2026
Q1 		– Sell
-3,103
Closed -$205K – 186
2025
Q4 		$205K Buy
+3,103
New +$203K 0.12% 169

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

Carlson Financial's IJH Position: Q2 2026 in Review

Carlson Financial opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,835 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings. This is a return to the name: Carlson Financial previously reported a position in IJH as recently as Q4 2025.

Carlson Financial first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Carlson Financial held 2,835 shares of iShares Core S&P Mid-Cap ETF worth $218K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Carlson Financial position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Carlson Financial's portfolio in Q2 2026, its #175 holding.
  • Carlson Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.