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 Q1	$329M	Sell	4,920,135 -4,534,856	-48%	-$315M	0.47%	39
2025 Q4	$620M	Buy	9,454,991 +6,000,562	+174%	+$393M	0.42%	43
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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth's IJH Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 48% in Q1 2026, selling an estimated $315M and leaving 4,920,135 shares worth $329M. The position accounts for 0.47% of the portfolio, ranked #39.

Corient Private Wealth first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $632M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Corient Private Wealth held 4,920,135 shares of iShares Core S&P Mid-Cap ETF worth $329M as of Q1 2026.
Corient Private Wealth sold 4,534,856 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $315M.
iShares Core S&P Mid-Cap ETF made up 0.47% of Corient Private Wealth's portfolio in Q1 2026, its #39 holding.
Corient Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $632M in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.