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

Fairview Capital Investment Management’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	$861K	Sell	11,165 -125	-1%	-$9.17K	0.05%	117
2026 Q1	$762K	Buy	11,290 +7,400	+190%	+$513K	0.04%	116
2025 Q4	$257K	Hold	3,890	–	–	0.01%	153
2025 Q3	$254K	Buy	+3,890	New	+$250K	0.01%	151
2023 Q3	–	Sell	-3,935	Closed	-$206K	–	144
2023 Q2	$206K	Buy	+3,935	New	+$196K	0.01%	139
2018 Q4	–	Sell	-5,810	Closed	-$234K	–	141
2018 Q3	$234K	Hold	5,810	–	–	0.01%	133
2018 Q2	$226K	Buy	+5,810	New	+$224K	0.01%	129

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

Fairview Capital Investment Management's IJH Position: Q2 2026 in Review

Fairview Capital Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $9.17K and leaving 11,165 shares worth $861K. The position accounts for 0.05% of the portfolio, ranked #117.

Fairview Capital Investment Management first reported a position in IJH in Q2 2018 and has held it in 7 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fairview Capital Investment Management held 11,165 shares of iShares Core S&P Mid-Cap ETF worth $861K as of Q2 2026.
Fairview Capital Investment Management sold 125 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.17K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Fairview Capital Investment Management's portfolio in Q2 2026, its #117 holding.
Fairview Capital Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 7 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.