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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Circle Wealth Management's IJH Position: Q1 2026 in Review

Circle Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.6% in Q1 2026, selling an estimated $1.93M and leaving 4,587,095 shares worth $310M. The position accounts for 4.42% of the portfolio, ranked #5.

Circle Wealth Management first reported a position in IJH in Q1 2020 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Circle Wealth Management held 4,587,095 shares of iShares Core S&P Mid-Cap ETF worth $310M as of Q1 2026.
Circle Wealth Management sold 27,786 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.93M.
iShares Core S&P Mid-Cap ETF made up 4.42% of Circle Wealth Management's portfolio in Q1 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 12 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.