Circle Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Circle Wealth 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 Q2	$354M	Buy	4,587,104 +9	+0%	+$660	4.44%	5
2026 Q1	$310M	Sell	4,587,095 -27,786	-0.6%	-$1.93M	4.42%	5
2025 Q4	$305M	Buy	4,614,881 +372,518	+9%	+$24.4M	4.69%	5
2025 Q3	$277M	Buy	4,242,363 +5,264	+0.1%	+$338K	5.39%	5
2025 Q2	$263M	Sell	4,237,099 -14,668	-0.3%	-$861K	5.68%	5
2025 Q1	$248M	Sell	4,251,767 -37,388	-0.9%	-$2.32M	5.69%	5
2024 Q4	$267M	Hold	4,289,155	–	–	5.66%	5
2024 Q3	$267M	Sell	4,289,155 -13,058	-0.3%	-$787K	5.91%	5
2024 Q2	$252M	Hold	4,302,213	–	–	5.8%	5
2024 Q1	$261M	Buy	4,302,213 +1,298	+0%	+$73.5K	6.48%	5
2023 Q4	$238M	Sell	4,300,915 -15,760	-0.4%	-$799K	6.06%	5
2023 Q3	$215M	Buy	+4,316,675	New	+$226M	5.36%	5
2020 Q2	–	Sell	-12,035	Closed	-$346K	–	216
2020 Q1	$346K	Buy	+12,035	New	+$447K	0.07%	138

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 22.96% 1-Year Est. Return

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

Circle Wealth Management's IJH Position: Q2 2026 in Review

Circle Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0% in Q2 2026, buying an estimated $660 and bringing the position to 4,587,104 shares worth $354M. The position accounts for 4.44% of the portfolio, ranked #5.

Circle Wealth Management first reported a position in IJH in Q1 2020 and has held it in 13 quarters since. 2,736 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Circle Wealth Management held 4,587,104 shares of iShares Core S&P Mid-Cap ETF worth $354M as of Q2 2026.
Circle Wealth Management 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 4.44% of Circle Wealth Management's portfolio in Q2 2026, its #5 holding.
Circle Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 13 quarters since.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.