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 Q2	$220K	Buy	+2,849	New	+$209K	0.16%	132
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 $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

Eagle Bay Advisors's IJH Position: Q2 2026 in Review

Eagle Bay Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,849 shares worth $220K. The stake represents 0.16% of the portfolio and ranks #132 among its holdings. This is a return to the name: Eagle Bay Advisors previously reported a position in IJH as recently as Q4 2025.

Eagle Bay Advisors first reported a position in IJH in Q2 2021 and has held it in 18 quarters since. The position peaked at $505K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Eagle Bay Advisors held 2,849 shares of iShares Core S&P Mid-Cap ETF worth $220K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Eagle Bay Advisors position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Eagle Bay Advisors's portfolio in Q2 2026, its #132 holding.
Eagle Bay Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
Eagle Bay Advisors's iShares Core S&P Mid-Cap ETF position peaked at $505K in Q4 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.