Coston McIsaac & Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Coston McIsaac & Partners’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	$79K	Hold	1,034	–	–	0.02%	265
2026 Q1	$69K	Hold	1,034	–	–	0.02%	279
2025 Q4	$68K	Sell	1,034 -24	-2%	-$1.57K	0.02%	271
2025 Q3	$69K	Hold	1,058	–	–	0.02%	261
2025 Q2	$65K	Hold	1,058	–	–	0.02%	262
2025 Q1	$61K	Hold	1,058	–	–	0.02%	244
2024 Q4	$65K	Hold	1,058	–	–	0.02%	242
2024 Q3	$65K	Buy	1,058 +91	+9%	+$5.49K	0.02%	244
2024 Q2	$56K	Hold	967	–	–	0.02%	247
2024 Q1	$58K	Buy	967 +2	+0.2%	+$113	0.02%	247
2023 Q4	$53K	Buy	965 +715	+286%	+$36.3K	0.02%	246
2023 Q3	$12K	Buy	250 +55	+28%	+$2.88K	﹤0.01%	450
2023 Q2	$10K	Hold	195	–	–	﹤0.01%	500
2023 Q1	$9K	Sell	195 -4,040	-95%	-$206K	﹤0.01%	501
2022 Q4	$204K	Buy	4,235 +4,040	+2,072%	+$195K	0.08%	111
2022 Q3	$8K	Buy	195 +25	+15%	+$1.21K	﹤0.01%	446
2022 Q2	$8K	Buy	+170	New	+$8.39K	﹤0.01%	295

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

Coston McIsaac & Partners's IJH Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,034 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #265.

Coston McIsaac & Partners first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $204K in Q4 2022. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Coston McIsaac & Partners held 1,034 shares of iShares Core S&P Mid-Cap ETF worth $79K as of Q2 2026.
Coston McIsaac & Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Coston McIsaac & Partners's portfolio in Q2 2026, its #265 holding.
Coston McIsaac & Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares Core S&P Mid-Cap ETF position peaked at $204K in Q4 2022.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.