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 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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

EPIQ Partners's IJH Position: Q2 2026 in Review

EPIQ Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 116% in Q2 2026, buying an estimated $310K and bringing the position to 7,873 shares worth $607K. The position accounts for 0.26% of the portfolio, ranked #54.

EPIQ Partners first reported a position in IJH in Q1 2020 and has held it in 20 quarters since. 641 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

EPIQ Partners held 7,873 shares of iShares Core S&P Mid-Cap ETF worth $607K as of Q2 2026.
EPIQ Partners bought 4,220 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $310K.
iShares Core S&P Mid-Cap ETF made up 0.26% of EPIQ Partners's portfolio in Q2 2026, its #54 holding.
EPIQ Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 20 quarters since.
641 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.