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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$141K Buy
+1,828
New +$134K ﹤0.01% 162
2024
Q2
Sell
-107
Closed -$6.51K 194
2024
Q1
$6.51K Sell
107
-553
-84% -$31.3K ﹤0.01% 222
2023
Q4
$36.6K Buy
660
+130
+25% +$6.59K ﹤0.01% 153
2023
Q3
$26.4K Buy
530
+400
+308% +$21K ﹤0.01% 191
2023
Q2
$6.73K Buy
130
+120
+1,200% +$5.96K ﹤0.01% 223
2023
Q1
$1K Sell
10
-600
-98% -$30.6K ﹤0.01% 282
2022
Q4
$30K Buy
+610
New +$29.5K ﹤0.01% 185

Other funds holding IJH

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

Copeland Capital Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 1,828 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings. This is a return to the name: Copeland Capital Management previously reported a position in IJH as recently as Q1 2024.

Copeland Capital Management first reported a position in IJH in Q4 2022 and has held it in 7 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Copeland Capital Management held 1,828 shares of iShares Core S&P Mid-Cap ETF worth $141K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Copeland Capital Management position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #162 holding.
  • Copeland Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.