Eagle Bay Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Eagle Bay Advisors’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	-4,362	Closed	-$288K	–	191
2025 Q4	$288K	Sell	4,362 -1,822	-29%	-$119K	0.21%	85
2025 Q3	$404K	Buy	+6,184	New	+$397K	0.32%	63
2025 Q1	–	Sell	-7,865	Closed	-$490K	–	521
2024 Q4	$490K	Buy	7,865 +7,735	+5,950%	+$496K	0.31%	58
2024 Q3	$8.1K	Hold	130	–	–	﹤0.01%	837
2024 Q2	$7.61K	Hold	130	–	–	﹤0.01%	611
2024 Q1	$7.9K	Sell	130 -1,395	-91%	-$79K	0.01%	628
2023 Q4	$84.5K	Buy	1,525 +130	+9%	+$6.59K	0.05%	229
2023 Q3	$69.6K	Hold	1,395	–	–	0.03%	339
2023 Q2	$73K	Sell	1,395 -4,000	-74%	-$199K	0.04%	292
2023 Q1	$270K	Buy	5,395 +4,000	+287%	+$204K	0.15%	99
2022 Q4	$67.5K	Hold	1,395	–	–	0.04%	317
2022 Q3	$61K	Hold	1,395	–	–	0.04%	302
2022 Q2	$63.1K	Sell	1,395 -7,590	-84%	-$375K	0.04%	307
2022 Q1	$482K	Buy	8,985 +60	+0.7%	+$3.19K	0.39%	42
2021 Q4	$505K	Buy	8,925 +6,135	+220%	+$342K	0.32%	48
2021 Q3	$146K	Buy	2,790 +1,395	+100%	+$75K	0.08%	168
2021 Q2	$75K	Buy	+1,395	New	+$75.3K	0.06%	207

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Bay Advisors's IJH Position: Q1 2026 in Review

Eagle Bay Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 4,362 shares — an estimated $288K sold.

Eagle Bay Advisors first reported a position in IJH in Q2 2021 and held it in 17 quarters. The position peaked at $505K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Eagle Bay Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Eagle Bay Advisors sold 4,362 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $288K.
Eagle Bay Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 17 quarters.
Eagle Bay Advisors's iShares Core S&P Mid-Cap ETF position peaked at $505K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.