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

Creekside 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 Q1	$1.39M	Buy	20,633 +28	+0.1%	+$1.94K	0.57%	45
2025 Q4	$1.36M	Buy	20,605 +57	+0.3%	+$3.73K	0.57%	45
2025 Q3	$1.34M	Buy	20,548 +38	+0.2%	+$2.44K	0.59%	45
2025 Q2	$1.27M	Buy	20,510 +36	+0.2%	+$2.11K	0.6%	40
2025 Q1	$1.19M	Buy	20,474 +32	+0.2%	+$1.99K	0.63%	41
2024 Q4	$1.27M	Sell	20,442 -270	-1%	-$17.3K	0.66%	40
2024 Q3	$1.29M	Buy	20,712 +51	+0.2%	+$3.08K	0.67%	38
2024 Q2	$1.21M	Buy	+20,661	New	+$1.21M	0.67%	38

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

Creekside Partners's IJH Position: Q1 2026 in Review

Creekside Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.14% in Q1 2026, buying an estimated $1.94K and bringing the position to 20,633 shares worth $1.39M. The position accounts for 0.57% of the portfolio, ranked #45.

Creekside Partners first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Creekside Partners held 20,633 shares of iShares Core S&P Mid-Cap ETF worth $1.39M as of Q1 2026.
Creekside Partners bought 28 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.94K.
iShares Core S&P Mid-Cap ETF made up 0.57% of Creekside Partners's portfolio in Q1 2026, its #45 holding.
Creekside Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.