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

Cloud Capital 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	$451K	Buy	+5,862	New	+$430K	0.16%	76
2025 Q4	–	Sell	-375	Closed	-$24K	–	764
2025 Q3	$24K	Buy	+375	New	+$24.1K	0.01%	265
2025 Q2	–	Sell	-3,023	Closed	-$176K	–	163
2025 Q1	$176K	Buy	+3,023	New	+$188K	0.13%	73

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

Cloud Capital Management's IJH Position: Q2 2026 in Review

Cloud Capital Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 5,862 shares worth $451K. The stake represents 0.16% of the portfolio and ranks #76 among its holdings. This is a return to the name: Cloud Capital Management previously reported a position in IJH as recently as Q3 2025.

Cloud Capital Management first reported a position in IJH in Q1 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cloud Capital Management held 5,862 shares of iShares Core S&P Mid-Cap ETF worth $451K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Cloud Capital Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Cloud Capital Management's portfolio in Q2 2026, its #76 holding.
Cloud Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.