Corient Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Corient Private Wealth’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	$394M	Buy	5,114,258 +194,123	+4%	+$14.2M	0.55%	28
2026 Q1	$329M	Buy	4,920,135 +50,675	+1%	+$3.52M	0.47%	39
2025 Q4	$322M	Buy	4,869,460 +1,415,031	+41%	+$92.7M	0.44%	41
2025 Q3	$185M	Sell	3,454,429 -6,749,951	-66%	-$434M	0.29%	69
2025 Q2	$632M	Buy	10,204,380 +5,285,095	+107%	+$310M	0.84%	19
2025 Q1	$287M	Buy	4,919,285 +2,512,004	+104%	+$156M	0.47%	41
2024 Q4	$148M	Sell	2,407,281 -726,229	-23%	-$46.6M	0.25%	94
2024 Q3	$195M	Buy	3,133,510 +1,014,358	+48%	+$61.2M	0.3%	67
2024 Q2	$124M	Buy	2,119,152 +77,043	+4%	+$4.53M	0.22%	106
2024 Q1	$124M	Sell	2,042,109 -102,621	-5%	-$5.81M	0.22%	105
2023 Q4	$119M	Buy	2,144,730 +169,295	+9%	+$8.59M	0.22%	104
2023 Q3	$98.5M	Buy	1,975,435 +160,315	+9%	+$8.4M	0.23%	106
2023 Q2	$94.9M	Buy	1,815,120 +139,620	+8%	+$6.94M	0.22%	109
2023 Q1	$83.8M	Buy	1,675,500 +222,965	+15%	+$11.4M	0.23%	111
2022 Q4	$70.3M	Buy	+1,452,535	New	+$70.2M	0.26%	101

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

Corient Private Wealth's IJH Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, buying an estimated $14.2M and bringing the position to 5,114,258 shares worth $394M. The position accounts for 0.55% of the portfolio, ranked #28.

Corient Private Wealth first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $632M in Q2 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Corient Private Wealth held 5,114,258 shares of iShares Core S&P Mid-Cap ETF worth $394M as of Q2 2026.
Corient Private Wealth bought 194,123 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.2M.
iShares Core S&P Mid-Cap ETF made up 0.55% of Corient Private Wealth's portfolio in Q2 2026, its #28 holding.
Corient Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $632M in Q2 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.