FAL
IJH icon

Focused Alpha LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Focused Alpha LLC’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 		$454K Buy
5,885
+754
+15% +$55.3K 0.12% 166
2026
Q1 		$346K Buy
5,131
+30
+0.6% +$2.08K 0.11% 190
2025
Q4 		$337K Buy
+5,101
New +$334K 0.1% 183

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 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focused Alpha LLC's IJH Position: Q2 2026 in Review

Focused Alpha LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2026, buying an estimated $55.3K and bringing the position to 5,885 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #166.

Focused Alpha LLC first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Focused Alpha LLC held 5,885 shares of iShares Core S&P Mid-Cap ETF worth $454K as of Q2 2026.
  • Focused Alpha LLC bought 754 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Focused Alpha LLC's portfolio in Q2 2026, its #166 holding.
  • Focused Alpha LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.