Clarkston Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clarkston Capital Partners’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	$751K	Hold	11,125	–	–	0.06%	78
2025 Q4	$734K	Hold	11,125	–	–	0.02%	125
2025 Q3	$726K	Hold	11,125	–	–	0.02%	119
2025 Q2	$690K	Hold	11,125	–	–	0.01%	117
2025 Q1	$649K	Hold	11,125	–	–	0.01%	113
2024 Q4	$693K	Hold	11,125	–	–	0.01%	111
2024 Q3	$693K	Hold	11,125	–	–	0.01%	108
2024 Q2	$651K	Hold	11,125	–	–	0.01%	109
2024 Q1	$676K	Sell	11,125 -35,000	-76%	-$1.98M	0.01%	108
2023 Q4	$2.56M	Buy	46,125 +35,000	+315%	+$1.78M	0.05%	64
2023 Q3	$555K	Hold	11,125	–	–	0.01%	109
2023 Q2	$582K	Hold	11,125	–	–	0.01%	109
2023 Q1	$557K	Hold	11,125	–	–	0.01%	109
2022 Q4	$538K	Hold	11,125	–	–	0.01%	113
2022 Q3	$488K	Hold	11,125	–	–	0.01%	121
2022 Q2	$503K	Hold	11,125	–	–	0.01%	122
2022 Q1	$597K	Buy	11,125 +11,005	+9,171%	+$586K	0.01%	125
2021 Q4	$7K	Hold	120	–	–	﹤0.01%	185
2021 Q3	$6K	Sell	120 -15	-11%	-$807	﹤0.01%	178
2021 Q2	$7K	Buy	+135	New	+$7.29K	﹤0.01%	177

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

Clarkston Capital Partners's IJH Position: Q1 2026 in Review

Clarkston Capital Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 11,125 shares worth $751K. The position accounts for 0.06% of the portfolio, ranked #78.

Clarkston Capital Partners first reported a position in IJH in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.56M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Clarkston Capital Partners held 11,125 shares of iShares Core S&P Mid-Cap ETF worth $751K as of Q1 2026.
Clarkston Capital Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Clarkston Capital Partners's portfolio in Q1 2026, its #78 holding.
Clarkston Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Clarkston Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.56M in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.