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

Forte Asset 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	$1.97M	Buy	29,226 +132	+0.5%	+$9.16K	0.87%	40
2025 Q4	$1.92M	Buy	29,094 +2,599	+10%	+$170K	0.87%	37
2025 Q3	$1.73M	Sell	26,495 -1,353	-5%	-$87K	0.83%	37
2025 Q2	$1.73M	Sell	27,848 -276	-1%	-$16.2K	0.88%	35
2025 Q1	$1.64M	Sell	28,124 -2,212	-7%	-$137K	0.83%	35
2024 Q4	$1.89M	Sell	30,336 -2,859	-9%	-$183K	1%	34
2024 Q3	$2.07M	Buy	33,195 +162	+0.5%	+$9.77K	1.1%	30
2024 Q2	$1.93M	Buy	33,033 +709	+2%	+$41.7K	1.14%	28
2024 Q1	$1.96M	Buy	32,324 +1,474	+5%	+$83.5K	1.19%	28
2023 Q4	$1.71M	Buy	30,850 +465	+2%	+$23.6K	1.17%	29
2023 Q3	$1.52M	Buy	30,385 +210	+0.7%	+$11K	1.02%	29
2023 Q2	$1.58M	Sell	30,175 -2,455	-8%	-$122K	1.02%	29
2023 Q1	$1.63M	Sell	32,630 -1,665	-5%	-$84.8K	1.08%	30
2022 Q4	$1.66M	Buy	34,295 +165	+0.5%	+$7.97K	1.08%	33
2022 Q3	$1.5M	Sell	34,130 -1,190	-3%	-$57.5K	0.99%	33
2022 Q2	$1.6M	Buy	+35,320	New	+$1.74M	1.11%	27

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

Forte Asset Management's IJH Position: Q1 2026 in Review

Forte Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.45% in Q1 2026, buying an estimated $9.16K and bringing the position to 29,226 shares worth $1.97M. The position accounts for 0.87% of the portfolio, ranked #40.

Forte Asset Management first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.07M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Forte Asset Management held 29,226 shares of iShares Core S&P Mid-Cap ETF worth $1.97M as of Q1 2026.
Forte Asset Management bought 132 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $9.16K.
iShares Core S&P Mid-Cap ETF made up 0.87% of Forte Asset Management's portfolio in Q1 2026, its #40 holding.
Forte Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Forte Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.07M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.