EdgeRock Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

EdgeRock Capital’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	$387K	Buy	5,017 +713	+17%	+$52.3K	0.09%	89
2026 Q1	$291K	Buy	4,304 +710	+20%	+$49.3K	0.08%	100
2025 Q4	$237K	Buy	+3,594	New	+$235K	0.06%	118
2022 Q4	–	Sell	-1,325	Closed	-$58K	–	210
2022 Q3	$58K	Buy	+1,325	New	+$64.1K	0.03%	95

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

EdgeRock Capital's IJH Position: Q2 2026 in Review

EdgeRock Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, buying an estimated $52.3K and bringing the position to 5,017 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #89.

EdgeRock Capital first reported a position in IJH in Q3 2022 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

EdgeRock Capital held 5,017 shares of iShares Core S&P Mid-Cap ETF worth $387K as of Q2 2026.
EdgeRock Capital bought 713 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $52.3K.
iShares Core S&P Mid-Cap ETF made up 0.09% of EdgeRock Capital's portfolio in Q2 2026, its #89 holding.
EdgeRock Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 4 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.