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

Fogel Capital 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 Q1	$235K	Hold	3,480	–	–	0.11%	47
2025 Q4	$230K	Hold	3,480	–	–	0.11%	49
2025 Q3	$227K	Hold	3,480	–	–	0.11%	52
2025 Q2	$216K	Hold	3,480	–	–	0.12%	48
2025 Q1	$203K	Hold	3,480	–	–	0.11%	42
2024 Q4	$217K	Hold	3,480	–	–	0.11%	37
2024 Q3	$217K	Hold	3,480	–	–	0.11%	37
2024 Q2	$204K	Hold	3,480	–	–	0.11%	37
2024 Q1	$204K	Buy	+3,480	New	+$197K	0.12%	36

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fogel Capital Management's IJH Position: Q1 2026 in Review

Fogel Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,480 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #47.

Fogel Capital Management first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fogel Capital Management held 3,480 shares of iShares Core S&P Mid-Cap ETF worth $235K as of Q1 2026.
Fogel Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of Fogel Capital Management's portfolio in Q1 2026, its #47 holding.
Fogel Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.