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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
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 $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearstead Trust's IJH Position: Q1 2026 in Review

Clearstead Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, selling an estimated $152K and leaving 10,207 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #93.

Clearstead Trust first reported a position in IJH in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Clearstead Trust held 10,207 shares of iShares Core S&P Mid-Cap ETF worth $689K as of Q1 2026.
  • Clearstead Trust sold 2,184 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $152K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Clearstead Trust's portfolio in Q1 2026, its #93 holding.
  • Clearstead Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Clearstead Trust's iShares Core S&P Mid-Cap ETF position peaked at $1.17M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.