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

Family 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	$357K	Hold	4,627	–	–	0.04%	203
2026 Q1	$312K	Hold	4,627	–	–	0.04%	203
2025 Q4	$305K	Hold	4,627	–	–	0.04%	187
2025 Q3	$302K	Sell	4,627 -377	-8%	-$24.2K	0.04%	160
2025 Q2	$310K	Buy	5,004 +377	+8%	+$22.1K	0.05%	150
2025 Q1	$270K	Hold	4,627	–	–	0.04%	145
2024 Q4	$288K	Buy	4,627 +112	+2%	+$7.18K	0.05%	138
2024 Q3	$281K	Hold	4,515	–	–	0.05%	140
2024 Q2	$264K	Hold	4,515	–	–	0.05%	125
2024 Q1	$274K	Hold	4,515	–	–	0.05%	124
2023 Q4	$250K	Sell	4,515 -3,010	-40%	-$153K	0.05%	117
2023 Q3	$375K	Hold	7,525	–	–	0.09%	91
2023 Q2	$394K	Buy	7,525 +2,515	+50%	+$125K	0.09%	91
2023 Q1	$251K	Buy	5,010 +100	+2%	+$5.09K	0.06%	104
2022 Q4	$238K	Buy	4,910 +2,350	+92%	+$114K	0.06%	126
2022 Q3	$112K	Hold	2,560	–	–	0.03%	140
2022 Q2	$116K	Hold	2,560	–	–	0.03%	152
2022 Q1	$137K	Hold	2,560	–	–	0.04%	155
2021 Q4	$145K	Hold	2,560	–	–	0.04%	165
2021 Q3	$135K	Hold	2,560	–	–	0.04%	161
2021 Q2	$138K	Hold	2,560	–	–	0.04%	181
2021 Q1	$133K	Hold	2,560	–	–	0.04%	152
2020 Q4	$118K	Buy	+2,560	New	+$108K	0.04%	161
2020 Q3	–	Sell	-18,530	Closed	-$659K	–	142
2020 Q2	$659K	Sell	18,530 -2,635	-12%	-$87.5K	0.27%	72
2020 Q1	$609K	Sell	21,165 -5,275	-20%	-$196K	0.3%	66
2019 Q4	$1.09M	Sell	26,440 -2,620	-9%	-$104K	0.38%	62
2019 Q3	$1.12M	Sell	29,060 -42,870	-60%	-$1.65M	0.42%	56
2019 Q2	$2.79M	Sell	71,930 -11,440	-14%	-$438K	1.1%	30
2019 Q1	$3.16M	Sell	83,370 -1,350	-2%	-$49.9K	1.36%	21
2018 Q4	$2.81M	Buy	+84,720	New	+$3.09M	1.18%	25

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

Family Management's IJH Position: Q2 2026 in Review

Family Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,627 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #203.

Family Management first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.16M in Q1 2019. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Family Management held 4,627 shares of iShares Core S&P Mid-Cap ETF worth $357K as of Q2 2026.
Family Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Family Management's portfolio in Q2 2026, its #203 holding.
Family Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Family Management's iShares Core S&P Mid-Cap ETF position peaked at $3.16M in Q1 2019.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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