Delta Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Delta 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	$51.3K	Hold	665	–	–	﹤0.01%	264
2026 Q1	$44.9K	Hold	665	–	–	﹤0.01%	284
2025 Q4	$43.9K	Hold	665	–	–	﹤0.01%	281
2025 Q3	$43.4K	Hold	665	–	–	﹤0.01%	283
2025 Q2	$41.2K	Hold	665	–	–	﹤0.01%	285
2025 Q1	$38.8K	Buy	665 +210	+46%	+$13K	﹤0.01%	285
2024 Q4	$28.4K	Hold	455	–	–	﹤0.01%	325
2024 Q3	$28.4K	Hold	455	–	–	﹤0.01%	331
2024 Q2	$26.6K	Hold	455	–	–	﹤0.01%	326
2024 Q1	$27.6K	Hold	455	–	–	﹤0.01%	327
2023 Q4	$25.2K	Hold	455	–	–	﹤0.01%	334
2023 Q3	$22.7K	Hold	455	–	–	﹤0.01%	338
2023 Q2	$23.8K	Hold	455	–	–	﹤0.01%	337
2023 Q1	$22.8K	Hold	455	–	–	﹤0.01%	325
2022 Q4	$22K	Buy	+455	New	+$22K	﹤0.01%	325
2022 Q1	–	Sell	-955	Closed	-$54K	–	341
2021 Q4	$54K	Hold	955	–	–	﹤0.01%	241
2021 Q3	$50K	Hold	955	–	–	﹤0.01%	235
2021 Q2	$51K	Sell	955 -285	-23%	-$15.4K	﹤0.01%	242
2021 Q1	$65K	Hold	1,240	–	–	0.01%	213
2020 Q4	$57K	Hold	1,240	–	–	0.01%	219
2020 Q3	$46K	Hold	1,240	–	–	0.01%	231
2020 Q2	$44K	Hold	1,240	–	–	0.01%	230
2020 Q1	$36K	Hold	1,240	–	–	0.01%	242
2019 Q4	$51K	Hold	1,240	–	–	0.01%	240
2019 Q3	$48K	Hold	1,240	–	–	0.01%	241
2019 Q2	$48K	Hold	1,240	–	–	0.01%	229
2019 Q1	$47K	Hold	1,240	–	–	0.01%	219
2018 Q4	$41K	Hold	1,240	–	–	0.01%	252
2018 Q3	$50K	Hold	1,240	–	–	0.01%	248
2018 Q2	$48K	Buy	1,240 +785	+173%	+$30.3K	0.01%	242
2018 Q1	$17K	Hold	455	–	–	﹤0.01%	374
2017 Q4	$17K	Buy	+455	New	+$16.8K	﹤0.01%	378

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

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

Delta Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 665 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Delta Asset Management first reported a position in IJH in Q4 2017 and has held it in 32 quarters since. The position peaked at $65K in Q1 2021. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Delta Asset Management held 665 shares of iShares Core S&P Mid-Cap ETF worth $51.3K as of Q2 2026.
Delta Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Delta Asset Management's portfolio in Q2 2026, its #264 holding.
Delta Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
Delta Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $65K in Q1 2021.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.