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WELLINGTON-ALTUS USA INC.’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$5.4K Sell
80
-1,325
-94% -$97.2K ﹤0.01% 603
2026
Q1 		$108K Buy
1,405
+1,325
+1,656% +$91.9K 0.06% 240
2025
Q4 		$5.28K Buy
+80
New +$5.24K ﹤0.01% 614

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s IJH Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 94% in Q2 2026, selling an estimated $97.2K and leaving 80 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

WELLINGTON-ALTUS USA INC. first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q1 2026. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 80 shares of iShares Core S&P Mid-Cap ETF worth $5.4K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 1,325 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $97.2K.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #603 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Core S&P Mid-Cap ETF position peaked at $108K in Q1 2026.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.