Ceera Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ceera Investments’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	$308K	Buy	3,995 +9	+0.2%	+$660	0.13%	80
2026 Q1	$269K	Hold	3,986	–	–	0.12%	77
2025 Q4	$263K	Buy	3,986 +11	+0.3%	+$721	0.1%	77
2025 Q3	$259K	Hold	3,975	–	–	0.08%	98
2025 Q2	$247K	Hold	3,975	–	–	0.08%	105
2025 Q1	$232K	Hold	3,975	–	–	0.08%	94
2024 Q4	$248K	Hold	3,975	–	–	0.09%	91
2024 Q3	$248K	Hold	3,975	–	–	0.09%	92
2024 Q2	$233K	Hold	3,975	–	–	0.1%	89
2024 Q1	$241K	Hold	3,975	–	–	0.11%	83
2023 Q4	$220K	Buy	+3,975	New	+$202K	0.1%	82
2023 Q3	–	Sell	-3,975	Closed	-$208K	–	81
2023 Q2	$208K	Buy	+3,975	New	+$198K	0.12%	73
2022 Q2	–	Sell	-3,950	Closed	-$212K	–	71
2022 Q1	$212K	Hold	3,950	–	–	0.11%	71
2021 Q4	$224K	Hold	3,950	–	–	0.12%	63
2021 Q3	$208K	Buy	+3,950	New	+$213K	0.11%	64

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ceera Investments's IJH Position: Q2 2026 in Review

Ceera Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q2 2026, buying an estimated $660 and bringing the position to 3,995 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #80.

Ceera Investments first reported a position in IJH in Q3 2021 and has held it in 15 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ceera Investments held 3,995 shares of iShares Core S&P Mid-Cap ETF worth $308K as of Q2 2026.
Ceera Investments bought 9 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $660.
iShares Core S&P Mid-Cap ETF made up 0.13% of Ceera Investments's portfolio in Q2 2026, its #80 holding.
Ceera Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.