E.S. Barr & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

E.S. Barr & Co’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	–	Sell	-4,610	Closed	-$304K	–	119
2025 Q4	$304K	Sell	4,610 -1,475	-24%	-$96.6K	0.02%	114
2025 Q3	$397K	Hold	6,085	–	–	0.02%	83
2025 Q2	$377K	Hold	6,085	–	–	0.02%	84
2025 Q1	$355K	Hold	6,085	–	–	0.02%	80
2024 Q4	$379K	Hold	6,085	–	–	0.02%	77
2024 Q3	$379K	Hold	6,085	–	–	0.02%	78
2024 Q2	$356K	Buy	6,085 +125	+2%	+$7.34K	0.02%	73
2024 Q1	$362K	Buy	5,960 +2,125	+55%	+$120K	0.02%	73
2023 Q4	$213K	Buy	+3,835	New	+$195K	0.01%	90
2023 Q3	–	Sell	-3,835	Closed	-$201K	–	92
2023 Q2	$201K	Buy	+3,835	New	+$191K	0.02%	92
2018 Q1	–	Sell	-5,535	Closed	-$210K	–	93
2017 Q4	$210K	Buy	+5,535	New	+$205K	0.02%	89
2017 Q2	–	Sell	-6,285	Closed	-$215K	–	88
2017 Q1	$215K	Sell	6,285 -580	-8%	-$19.7K	0.02%	84
2016 Q4	$227K	Buy	+6,865	New	+$218K	0.03%	81

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

E.S. Barr & Co's IJH Position: Q1 2026 in Review

E.S. Barr & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 4,610 shares — an estimated $304K sold.

E.S. Barr & Co first reported a position in IJH in Q4 2016 and held it in 13 quarters. The position peaked at $397K in Q3 2025. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

E.S. Barr & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
E.S. Barr & Co sold 4,610 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $304K.
E.S. Barr & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 13 quarters.
E.S. Barr & Co's iShares Core S&P Mid-Cap ETF position peaked at $397K in Q3 2025.
2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.