ClearBridge Investments
IJH icon

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

ClearBridge 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 		$1.25M Hold
16,231
– – ﹤0.01% 622
2026
Q1 		$1.1M Buy
16,231
+4,461
+38% +$309K ﹤0.01% 624
2025
Q4 		$777K Hold
11,770
– – ﹤0.01% 649
2025
Q3 		$768K Buy
11,770
+15
+0.1% +$964 ﹤0.01% 667
2025
Q2 		$729K Buy
11,755
+150
+1% +$8.8K ﹤0.01% 647
2025
Q1 		$677K Buy
11,605
+129
+1% +$8.01K ﹤0.01% 650
2024
Q4 		$715K Hold
11,476
– – ﹤0.01% 654
2024
Q3 		$715K Buy
11,476
+301
+3% +$18.2K ﹤0.01% 658
2024
Q2 		$654K Buy
11,175
+260
+2% +$15.3K ﹤0.01% 688
2024
Q1 		$663K Buy
10,915
+870
+9% +$49.3K ﹤0.01% 682
2023
Q4 		$557K Sell
10,045
-770
-7% -$39.1K ﹤0.01% 687
2023
Q3 		$539K Hold
10,815
– – ﹤0.01% 647
2023
Q2 		$566K Hold
10,815
– – ﹤0.01% 656
2023
Q1 		$541K Sell
10,815
-1,070
-9% -$54.5K ﹤0.01% 670
2022
Q4 		$575K Buy
11,885
+50
+0.4% +$2.42K ﹤0.01% 694
2022
Q3 		$519K Hold
11,835
– – ﹤0.01% 695
2022
Q2 		$535K Buy
11,835
+185
+2% +$9.13K ﹤0.01% 715
2022
Q1 		$625K Buy
11,650
+5,190
+80% +$276K ﹤0.01% 724
2021
Q4 		$366K Sell
6,460
-3,475
-35% -$193K ﹤0.01% 751
2021
Q3 		$523K Buy
9,935
+595
+6% +$32K ﹤0.01% 735
2021
Q2 		$502K Hold
9,340
– – ﹤0.01% 770
2021
Q1 		$486K Buy
9,340
+325
+4% +$16.2K ﹤0.01% 755
2020
Q4 		$414K Buy
9,015
+2,635
+41% +$111K ﹤0.01% 748
2020
Q3 		$236K Buy
6,380
+1,115
+21% +$41.7K ﹤0.01% 759
2020
Q2 		$187K Buy
5,265
+1,440
+38% +$47.8K ﹤0.01% 716
2020
Q1 		$110K Buy
3,825
+1,075
+39% +$40K ﹤0.01% 729
2019
Q4 		$113K Hold
2,750
– – ﹤0.01% 768
2019
Q3 		$106K Buy
2,750
+1,450
+112% +$55.7K ﹤0.01% 761
2019
Q2 		$51K Buy
+1,300
New +$49.8K ﹤0.01% 818
2015
Q1 		– Sell
-625
Closed -$18K – 1182
2014
Q4 		$18K Buy
+625
New +$17.6K ﹤0.01% 1076

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

ClearBridge Investments's IJH Position: Q2 2026 in Review

ClearBridge Investments held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 16,231 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #622.

ClearBridge Investments first reported a position in IJH in Q4 2014 and has held it in 30 quarters since. 2,440 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • ClearBridge Investments held 16,231 shares of iShares Core S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
  • ClearBridge Investments left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #622 holding.
  • ClearBridge Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 30 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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