CX Institutional
IJH icon

CX Institutional’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CX Institutional’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
Q3 		$12.5M Buy
174,261
+5,385
+3% +$406K 0.34% 68
2026
Q2 		$13M Buy
168,876
+1,735
+1% +$127K 0.38% 54
2026
Q1 		$11.3M Buy
167,141
+2,994
+2% +$208K 0.34% 61
2025
Q4 		$10.8M Buy
164,147
+3,980
+2% +$261K 0.32% 68
2025
Q3 		$10.5M Buy
160,167
+5,279
+3% +$339K 0.32% 66
2025
Q2 		$9.6M Sell
154,888
-13,074
-8% -$767K 0.34% 58
2025
Q1 		$9.8M Buy
167,962
+19,944
+13% +$1.24M 0.37% 65
2024
Q4 		$9.22M Buy
148,018
+16,123
+12% +$1.03M 0.37% 61
2024
Q3 		$8.22M Sell
131,895
-92,321
-41% -$5.57M 0.36% 74
2024
Q2 		$13.1M Buy
224,216
+79,548
+55% +$4.67M 0.62% 50
2024
Q1 		$8.79M Buy
144,668
+878
+0.6% +$49.7K 0.42% 61
2023
Q4 		$7.97M Buy
143,790
+66,955
+87% +$3.4M 0.43% 68
2023
Q3 		$3.83M Buy
76,835
+8,340
+12% +$437K 0.21% 120
2023
Q2 		$3.58M Sell
68,495
-4,915
-7% -$244K 0.19% 161
2023
Q1 		$3.67M Buy
73,410
+3,455
+5% +$176K 0.2% 159
2022
Q4 		$3.38M Buy
69,955
+28,230
+68% +$1.36M 0.21% 142
2022
Q3 		$1.83M Sell
41,725
-34,550
-45% -$1.67M 0.13% 199
2022
Q2 		$3.45M Buy
+76,275
New +$3.77M 0.26% 94
2021
Q4 		– Sell
-1,045
Closed -$55K – 615
2021
Q3 		$55K Sell
1,045
-1,780
-63% -$95.8K ﹤0.01% 561
2021
Q2 		$152K Sell
2,825
-1,050
-27% -$56.7K 0.01% 375
2021
Q1 		$202K Buy
3,875
+1,050
+37% +$52.4K 0.02% 304
2020
Q4 		$130K Sell
2,825
-150
-5% -$6.32K 0.01% 324
2020
Q3 		$110K Buy
2,975
+150
+5% +$5.61K 0.01% 306
2020
Q2 		$100K Hold
2,825
– – 0.01% 291
2020
Q1 		$81K Buy
2,825
+2,765
+4,608% +$103K 0.01% 282
2019
Q4 		$2K Sell
60
-335
-85% -$13.3K ﹤0.01% 664
2019
Q3 		$15K Sell
395
-13,175
-97% -$506K ﹤0.01% 407
2019
Q2 		$527K Buy
+13,570
New +$520K 0.08% 161
2019
Q1 		– Sell
-27,540
Closed -$915K – 800
2018
Q4 		$915K Buy
+27,540
New +$1M 0.19% 94

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CX Institutional's IJH Position: Q3 2026 in Review

CX Institutional increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q3 2026, buying an estimated $406K and bringing the position to 174,261 shares worth $12.5M. The position accounts for 0.34% of the portfolio, ranked #68.

CX Institutional first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. The position peaked at $13.1M in Q2 2024. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • CX Institutional held 174,261 shares of iShares Core S&P Mid-Cap ETF worth $12.5M as of Q3 2026.
  • CX Institutional bought 5,385 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $406K.
  • iShares Core S&P Mid-Cap ETF made up 0.34% of CX Institutional's portfolio in Q3 2026, its #68 holding.
  • CX Institutional first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • CX Institutional's iShares Core S&P Mid-Cap ETF position peaked at $13.1M in Q2 2024.
  • 2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.