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

Edgemoor Investment 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	$1.32M	Sell	17,103 -279	-2%	-$20.5K	0.09%	95
2026 Q1	$1.17M	Buy	17,382 +653	+4%	+$45.3K	0.09%	92
2025 Q4	$1.1M	Sell	16,729 -500	-3%	-$32.8K	0.09%	92
2025 Q3	$1.12M	Sell	17,229 -1,125	-6%	-$72.3K	0.09%	95
2025 Q2	$1.14M	Buy	18,354 +116	+0.6%	+$6.81K	0.1%	90
2025 Q1	$1.06M	Sell	18,238 -1,125	-6%	-$69.9K	0.1%	92
2024 Q4	$1.21M	Hold	19,363	–	–	0.11%	89
2024 Q3	$1.21M	Buy	19,363 +1,913	+11%	+$115K	0.1%	89
2024 Q2	$1.02M	Sell	17,450 -125	-0.7%	-$7.34K	0.1%	89
2024 Q1	$1.07M	Hold	17,575	–	–	0.1%	87
2023 Q4	$974K	Hold	17,575	–	–	0.1%	87
2023 Q3	$876K	Buy	17,575 +4,125	+31%	+$216K	0.1%	89
2023 Q2	$703K	Hold	13,450	–	–	0.08%	97
2023 Q1	$673K	Hold	13,450	–	–	0.08%	96
2022 Q4	$651K	Hold	13,450	–	–	0.08%	102
2022 Q3	$590K	Hold	13,450	–	–	0.08%	95
2022 Q2	$609K	Buy	13,450 +500	+4%	+$24.7K	0.08%	100
2022 Q1	$695K	Hold	12,950	–	–	0.07%	102
2021 Q4	$733K	Buy	+12,950	New	+$721K	0.08%	92

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgemoor Investment Advisors's IJH Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $20.5K and leaving 17,103 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #95.

Edgemoor Investment Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Edgemoor Investment Advisors held 17,103 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q2 2026.
Edgemoor Investment Advisors sold 279 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #95 holding.
Edgemoor Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.