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Drake & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Drake & Associates’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 		$44.3M Buy
574,352
+41,163
+8% +$3.02M 7.46% 5
2026
Q1 		$36M Buy
533,189
+60,900
+13% +$4.22M 6.86% 4
2025
Q4 		$31.2M Buy
472,289
+44,789
+10% +$2.93M 6.21% 8
2025
Q3 		$27.7M Buy
427,500
+53,310
+14% +$3.43M 5.8% 8
2025
Q2 		$23.2M Buy
374,190
+20,115
+6% +$1.18M 5.68% 8
2025
Q1 		$20.7M Buy
354,075
+11,561
+3% +$718K 5.81% 7
2024
Q4 		$21.9M Buy
342,514
+15,703
+5% +$1.01M 6.24% 7
2024
Q3 		$20.4M Buy
326,811
+12,387
+4% +$747K 6.58% 7
2024
Q2 		$18.4M Buy
314,424
+6,579
+2% +$387K 6.59% 7
2024
Q1 		$18.7M Buy
307,845
+20,565
+7% +$1.16M 6.84% 7
2023
Q4 		$15.9M Buy
287,280
+13,705
+5% +$695K 6.52% 7
2023
Q3 		$13.6M Buy
273,575
+4,840
+2% +$254K 6.18% 7
2023
Q2 		$14.1M Buy
268,735
+5,920
+2% +$294K 6.28% 6
2023
Q1 		$13.1M Buy
262,815
+8,445
+3% +$430K 6.41% 6
2022
Q4 		$12.3M Sell
254,370
-1,305
-0.5% -$63K 6.51% 5
2022
Q3 		$11.2M Buy
255,675
+12,205
+5% +$590K 6.38% 6
2022
Q2 		$11M Buy
+243,470
New +$12M 6.23% 6

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Drake & Associates's IJH Position: Q2 2026 in Review

Drake & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.7% in Q2 2026, buying an estimated $3.02M and bringing the position to 574,352 shares worth $44.3M. The position accounts for 7.46% of the portfolio, ranked #5.

Drake & Associates first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Drake & Associates held 574,352 shares of iShares Core S&P Mid-Cap ETF worth $44.3M as of Q2 2026.
  • Drake & Associates bought 41,163 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.02M.
  • iShares Core S&P Mid-Cap ETF made up 7.46% of Drake & Associates's portfolio in Q2 2026, its #5 holding.
  • Drake & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.