Cornerstone Advisors Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cornerstone Advisors Asset 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	$3.87M	Sell	50,192 -261	-0.5%	-$19.2K	0.51%	39
2026 Q1	$3.41M	Sell	50,453 -478	-0.9%	-$33.2K	0.53%	42
2025 Q4	$3.36M	Sell	50,931 -3,056	-6%	-$200K	0.55%	37
2025 Q3	$3.52M	Buy	53,987 +2,004	+4%	+$129K	0.62%	32
2025 Q2	$3.22M	Sell	51,983 -2,926	-5%	-$172K	0.62%	32
2025 Q1	$3.2M	Buy	54,909 +548	+1%	+$34K	0.66%	31
2024 Q4	$3.39M	Buy	54,361 +99	+0.2%	+$6.35K	0.73%	31
2024 Q3	$3.38M	Buy	54,262 +88	+0.2%	+$5.31K	0.75%	31
2024 Q2	$3.17M	Buy	54,174 +64	+0.1%	+$3.76K	0.9%	30
2024 Q1	$3.29M	Sell	54,110 -35	-0.1%	-$1.98K	1.16%	27
2023 Q4	$3M	Sell	54,145 -5,895	-10%	-$299K	1.13%	27
2023 Q3	$2.99M	Buy	60,040 +27,430	+84%	+$1.44M	1.2%	24
2023 Q2	$1.71M	Sell	32,610 -540	-2%	-$26.8K	0.74%	32
2023 Q1	$1.66M	Buy	33,150 +1,195	+4%	+$60.9K	0.81%	31
2022 Q4	$1.55M	Hold	31,955	–	–	0.83%	32
2022 Q3	$1.4M	Hold	31,955	–	–	1.07%	22
2022 Q2	$1.45M	Buy	31,955 +195	+0.6%	+$9.63K	1.03%	24
2022 Q1	$1.7M	Sell	31,760 -555	-2%	-$29.5K	1.18%	21
2021 Q4	$1.83M	Buy	+32,315	New	+$1.8M	1.39%	18

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

Cornerstone Advisors Asset Management's IJH Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.52% in Q2 2026, selling an estimated $19.2K and leaving 50,192 shares worth $3.87M. The position accounts for 0.51% of the portfolio, ranked #39.

Cornerstone Advisors Asset Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cornerstone Advisors Asset Management held 50,192 shares of iShares Core S&P Mid-Cap ETF worth $3.87M as of Q2 2026.
Cornerstone Advisors Asset Management sold 261 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.2K.
iShares Core S&P Mid-Cap ETF made up 0.51% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #39 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.