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

Clark Asset 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	$320K	Buy	+4,153	New	+$305K	0.03%	200
2024 Q2	–	Sell	-4,050	Closed	-$246K	–	98
2024 Q1	$246K	Hold	4,050	–	–	0.08%	77
2023 Q4	$224K	Sell	4,050 -2,260	-36%	-$115K	0.08%	77
2023 Q3	$315K	Buy	6,310 +655	+12%	+$34.3K	0.14%	53
2023 Q2	$296K	Buy	+5,655	New	+$281K	0.14%	56

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

Clark Asset Management's IJH Position: Q2 2026 in Review

Clark Asset Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 4,153 shares worth $320K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Clark Asset Management previously reported a position in IJH as recently as Q1 2024.

Clark Asset Management first reported a position in IJH in Q2 2023 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clark Asset Management held 4,153 shares of iShares Core S&P Mid-Cap ETF worth $320K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Clark Asset Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #200 holding.
Clark Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 5 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.