Edgestream Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Edgestream Partners’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	$511K	Sell	7,565 -2,265	-23%	-$157K	0.02%	734
2025 Q4	$649K	Buy	+9,830	New	+$644K	0.02%	778
2025 Q2	–	Sell	-5,739	Closed	-$335K	–	944
2025 Q1	$335K	Buy	5,739 +2,490	+77%	+$155K	0.01%	740
2024 Q4	$202K	Sell	3,249 -3,758	-54%	-$241K	0.01%	821
2024 Q3	$437K	Buy	7,007 +2,470	+54%	+$149K	0.02%	716
2024 Q2	$266K	Buy	+4,537	New	+$267K	0.01%	764
2024 Q1	–	Sell	-5,355	Closed	-$297K	–	910
2023 Q4	$297K	Buy	+5,355	New	+$272K	0.02%	725
2023 Q2	–	Sell	-5,820	Closed	-$291K	–	800
2023 Q1	$291K	Sell	5,820 -1,385	-19%	-$70.6K	0.03%	475
2022 Q4	$349K	Buy	+7,205	New	+$348K	0.04%	417
2022 Q1	–	Sell	-9,685	Closed	-$548K	–	582
2021 Q4	$548K	Buy	9,685 +5,455	+129%	+$304K	0.03%	381
2021 Q3	$223K	Sell	4,230 -5,420	-56%	-$292K	0.01%	458
2021 Q2	$519K	Buy	+9,650	New	+$521K	0.03%	350
2020 Q4	–	Sell	-77,120	Closed	-$2.86M	–	386
2020 Q3	$2.86M	Buy	+77,120	New	+$2.88M	0.18%	165
2018 Q4	–	Sell	-11,150	Closed	-$449K	–	258
2018 Q3	$449K	Buy	+11,150	New	+$448K	0.08%	191
2015 Q2	–	Sell	-15,285	Closed	-$465K	–	115
2015 Q1	$465K	Buy	+15,285	New	+$452K	0.61%	35
2014 Q4	–	Sell	-45,795	Closed	-$1.25M	–	71
2014 Q3	$1.25M	Sell	45,795 -58,275	-56%	-$1.64M	1.09%	28
2014 Q2	$2.98M	Buy	+104,070	New	+$2.86M	1.9%	14

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

Edgestream Partners's IJH Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 23% in Q1 2026, selling an estimated $157K and leaving 7,565 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #734.

Edgestream Partners first reported a position in IJH in Q2 2014 and has held it in 17 quarters since. The position peaked at $2.98M in Q2 2014. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Edgestream Partners held 7,565 shares of iShares Core S&P Mid-Cap ETF worth $511K as of Q1 2026.
Edgestream Partners sold 2,265 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $157K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #734 holding.
Edgestream Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 17 quarters since.
Edgestream Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.98M in Q2 2014.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.