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

EPIQ 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 Q3	$605K	Buy	8,407 +534	+7%	+$40.3K	0.26%	58
2026 Q2	$607K	Buy	7,873 +4,220	+116%	+$310K	0.26%	54
2026 Q1	$247K	Buy	3,653 +3	+0.1%	+$208	0.12%	75
2025 Q4	$241K	Hold	3,650	–	–	0.11%	69
2025 Q3	$238K	Buy	3,650 +75	+2%	+$4.82K	0.11%	66
2025 Q2	$222K	Hold	3,575	–	–	0.11%	70
2025 Q1	$209K	Hold	3,575	–	–	0.11%	73
2024 Q4	$223K	Hold	3,575	–	–	0.12%	72
2024 Q3	$223K	Hold	3,575	–	–	0.12%	76
2024 Q2	$209K	Hold	3,575	–	–	0.14%	69
2024 Q1	$217K	Buy	+3,575	New	+$202K	0.14%	69
2023 Q1	–	Sell	-4,920	Closed	-$238K	–	79
2022 Q4	$238K	Hold	4,920	–	–	0.16%	69
2022 Q3	$216K	Hold	4,920	–	–	0.13%	75
2022 Q2	$223K	Hold	4,920	–	–	0.14%	75
2022 Q1	$264K	Buy	4,920 +345	+8%	+$18.4K	0.14%	78
2021 Q4	$259K	Hold	4,575	–	–	0.14%	78
2021 Q3	$241K	Sell	4,575 -210	-4%	-$11.3K	0.11%	87
2021 Q2	$257K	Buy	+4,785	New	+$258K	0.13%	77
2021 Q1	–	Sell	-4,855	Closed	-$223K	–	86
2020 Q4	$223K	Buy	+4,855	New	+$205K	0.16%	73
2020 Q3	–	Sell	-6,990	Closed	-$249K	–	76
2020 Q2	$249K	Sell	6,990 -1,790	-20%	-$59.4K	0.23%	57
2020 Q1	$253K	Buy	+8,780	New	+$326K	0.28%	56

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

EPIQ Partners's IJH Position: Q3 2026 in Review

EPIQ Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q3 2026, buying an estimated $40.3K and bringing the position to 8,407 shares worth $605K. The position accounts for 0.26% of the portfolio, ranked #58.

EPIQ Partners first reported a position in IJH in Q1 2020 and has held it in 21 quarters since. The position peaked at $607K in Q2 2026. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

EPIQ Partners held 8,407 shares of iShares Core S&P Mid-Cap ETF worth $605K as of Q3 2026.
EPIQ Partners bought 534 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $40.3K.
iShares Core S&P Mid-Cap ETF made up 0.26% of EPIQ Partners's portfolio in Q3 2026, its #58 holding.
EPIQ Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 21 quarters since.
EPIQ Partners's iShares Core S&P Mid-Cap ETF position peaked at $607K in Q2 2026.
2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.