Financial Perspectives’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Perspectives’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	$555K	Buy	7,194 +4	+0.1%	+$293	0.14%	99
2026 Q1	$486K	Buy	7,190 +3	+0%	+$208	0.14%	96
2025 Q4	$474K	Buy	7,187 +172	+2%	+$11.3K	0.13%	96
2025 Q3	$458K	Buy	7,015 +1,061	+18%	+$68.2K	0.13%	100
2025 Q2	$369K	Buy	5,954 +334	+6%	+$19.6K	0.11%	109
2025 Q1	$328K	Buy	5,620 +92	+2%	+$5.71K	0.11%	105
2024 Q4	$344K	Buy	5,528 +214	+4%	+$13.7K	0.12%	100
2024 Q3	$331K	Hold	5,314	–	–	0.11%	106
2024 Q2	$311K	Sell	5,314 -85	-2%	-$4.99K	0.11%	108
2024 Q1	$328K	Buy	5,399 +64	+1%	+$3.62K	0.12%	100
2023 Q4	$296K	Buy	5,335 +15	+0.3%	+$761	0.12%	109
2023 Q3	$265K	Sell	5,320 -105	-2%	-$5.5K	0.12%	101
2023 Q2	$284K	Buy	5,425 +30	+0.6%	+$1.49K	0.12%	101
2023 Q1	$270K	Buy	5,395 +20	+0.4%	+$1.02K	0.13%	100
2022 Q4	$260K	Buy	5,375 +35	+0.7%	+$1.69K	0.13%	99
2022 Q3	$234K	Buy	5,340 +5	+0.1%	+$242	0.13%	103
2022 Q2	$241K	Hold	5,335	–	–	0.14%	99
2022 Q1	$286K	Sell	5,335 -135	-2%	-$7.19K	0.13%	101
2021 Q4	$310K	Buy	5,470 +5	+0.1%	+$278	0.15%	92
2021 Q3	$288K	Sell	5,465 -190	-3%	-$10.2K	0.14%	96
2021 Q2	$304K	Sell	5,655 -25	-0.4%	-$1.35K	0.15%	97
2021 Q1	$296K	Buy	5,680 +5	+0.1%	+$250	0.16%	93
2020 Q4	$261K	Buy	5,675 +135	+2%	+$5.69K	0.15%	98
2020 Q3	$205K	Buy	5,540 +5	+0.1%	+$187	0.14%	98
2020 Q2	$197K	Buy	5,535 +750	+16%	+$24.9K	0.14%	85
2020 Q1	$138K	Sell	4,785 -650	-12%	-$24.2K	0.11%	95
2019 Q4	$224K	Buy	+5,435	New	+$215K	0.15%	78

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

Financial Perspectives's IJH Position: Q2 2026 in Review

Financial Perspectives increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q2 2026, buying an estimated $293 and bringing the position to 7,194 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #99.

Financial Perspectives first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Perspectives held 7,194 shares of iShares Core S&P Mid-Cap ETF worth $555K as of Q2 2026.
Financial Perspectives bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293.
iShares Core S&P Mid-Cap ETF made up 0.14% of Financial Perspectives's portfolio in Q2 2026, its #99 holding.
Financial Perspectives first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.