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

Costello 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 Q1	$1.12M	Sell	16,531 -360	-2%	-$25K	0.39%	42
2025 Q4	$1.11M	Sell	16,891 -2,188	-11%	-$143K	0.37%	40
2025 Q3	$1.25M	Sell	19,079 -1,147	-6%	-$73.7K	0.42%	40
2025 Q2	$1.25M	Sell	20,226 -1,752	-8%	-$103K	0.47%	40
2025 Q1	$1.28M	Sell	21,978 -2,034	-8%	-$126K	0.52%	39
2024 Q4	$1.5M	Buy	24,012 +23,611	+5,888%	+$1.51M	0.99%	37
2024 Q3	$25K	Hold	401	–	–	0.02%	119
2024 Q2	$23.5K	Hold	401	–	–	0.02%	108
2024 Q1	$24.4K	Buy	401 +1	+0.3%	+$57	0.02%	117
2023 Q4	$22.2K	Hold	400	–	–	0.02%	117
2023 Q3	$20K	Hold	400	–	–	0.02%	120
2023 Q2	$21K	Hold	400	–	–	0.02%	119
2023 Q1	$20.1K	Hold	400	–	–	0.02%	121
2022 Q4	$19.4K	Hold	400	–	–	0.02%	128
2022 Q3	$18K	Sell	400 -350	-47%	-$16.9K	0.02%	127
2022 Q2	$34K	Hold	750	–	–	0.03%	109
2022 Q1	$40K	Buy	+750	New	+$39.9K	0.03%	120

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

Costello Asset Management's IJH Position: Q1 2026 in Review

Costello Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q1 2026, selling an estimated $25K and leaving 16,531 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #42.

Costello Asset Management first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Costello Asset Management held 16,531 shares of iShares Core S&P Mid-Cap ETF worth $1.12M as of Q1 2026.
Costello Asset Management sold 360 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $25K.
iShares Core S&P Mid-Cap ETF made up 0.39% of Costello Asset Management's portfolio in Q1 2026, its #42 holding.
Costello Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Costello Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.