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Clearstead Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clearstead Trust’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 		$787K Sell
10,201
-6
-0.1% -$440 0.1% 84
2026
Q1 		$689K Sell
10,207
-2,184
-18% -$152K 0.11% 93
2025
Q4 		$818K Sell
12,391
-5,604
-31% -$367K 0.13% 88
2025
Q3 		$1.17M Buy
17,995
+516
+3% +$33.2K 0.2% 67
2025
Q2 		$1.08M Buy
17,479
+1,322
+8% +$77.6K 0.21% 69
2025
Q1 		$943K Buy
16,157
+56
+0.3% +$3.48K 0.21% 69
2024
Q4 		$1M Buy
16,101
+1,121
+7% +$71.9K 0.22% 66
2024
Q3 		$934K Buy
14,980
+1,547
+12% +$93.3K 0.22% 65
2024
Q2 		$786K Buy
13,433
+76
+0.6% +$4.46K 0.2% 65
2024
Q1 		$811K Buy
13,357
+532
+4% +$30.1K 0.21% 65
2023
Q4 		$711K Buy
12,825
+1,565
+14% +$79.4K 0.19% 74
2023
Q3 		$562K Buy
11,260
+960
+9% +$50.3K 0.18% 73
2023
Q2 		$524K Buy
10,300
+130
+1% +$6.46K 0.17% 75
2023
Q1 		$509K Buy
10,170
+505
+5% +$25.7K 0.16% 79
2022
Q4 		$467K Buy
9,665
+6,870
+246% +$332K 0.16% 79
2022
Q3 		$123K Buy
+2,795
New +$135K 0.04% 165

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Clearstead Trust's IJH Position: Q2 2026 in Review

Clearstead Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q2 2026, selling an estimated $440 and leaving 10,201 shares worth $787K. The position accounts for 0.1% of the portfolio, ranked #84.

Clearstead Trust first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q3 2025. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Clearstead Trust held 10,201 shares of iShares Core S&P Mid-Cap ETF worth $787K as of Q2 2026.
  • Clearstead Trust sold 6 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $440.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Clearstead Trust's portfolio in Q2 2026, its #84 holding.
  • Clearstead Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's iShares Core S&P Mid-Cap ETF position peaked at $1.17M in Q3 2025.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.