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 Q2	$1.26M	Sell	16,279 -252	-2%	-$18.5K	0.38%	43
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 $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

Costello Asset Management's IJH Position: Q2 2026 in Review

Costello Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, selling an estimated $18.5K and leaving 16,279 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #43.

Costello Asset Management first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Costello Asset Management held 16,279 shares of iShares Core S&P Mid-Cap ETF worth $1.26M as of Q2 2026.
Costello Asset Management sold 252 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $18.5K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Costello Asset Management's portfolio in Q2 2026, its #43 holding.
Costello Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Costello Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.