Curat Global’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Curat Global’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	$6.95M	Sell	64,233 -26,901	-30%	-$1.97M	5.68%	3
2026 Q1	$6.15M	Buy	91,134 +16,720	+22%	+$1.16M	6.06%	2
2025 Q4	$4.91M	Sell	74,414 -16,870	-18%	-$1.11M	5.46%	2
2025 Q3	$5.96M	Buy	91,284 +2,364	+3%	+$152K	5.59%	3
2025 Q2	$5.51M	Buy	88,920 +44,265	+99%	+$2.6M	5.27%	2
2025 Q1	$2.61M	Buy	+44,655	New	+$2.77M	3.18%	4

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

Curat Global's IJH Position: Q2 2026 in Review

Curat Global reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q2 2026, selling an estimated $1.97M and leaving 64,233 shares worth $6.95M. The position accounts for 5.68% of the portfolio, ranked #3.

Curat Global first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Curat Global held 64,233 shares of iShares Core S&P Mid-Cap ETF worth $6.95M as of Q2 2026.
Curat Global sold 26,901 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.97M.
iShares Core S&P Mid-Cap ETF made up 5.68% of Curat Global's portfolio in Q2 2026, its #3 holding.
Curat Global first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.