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

Fortis 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 Q2	$808K	Buy	10,473 +1,000	+11%	+$73.4K	0.09%	107
2026 Q1	$640K	Buy	9,473 +4,918	+108%	+$341K	0.07%	116
2025 Q4	$301K	Sell	4,555 -147	-3%	-$9.63K	0.04%	156
2025 Q3	$307K	Sell	4,702 -1,331	-22%	-$85.5K	0.04%	139
2025 Q2	$374K	Buy	6,033 +2,190	+57%	+$129K	0.06%	120
2025 Q1	$224K	Buy	3,843 +32	+0.8%	+$1.99K	0.04%	136
2024 Q4	$237K	Sell	3,811 -118	-3%	-$7.57K	0.04%	122
2024 Q3	$245K	Buy	3,929 +37	+1%	+$2.23K	0.05%	113
2024 Q2	$228K	Buy	3,892 +277	+8%	+$16.3K	0.05%	113
2024 Q1	$220K	Sell	3,615 -360	-9%	-$20.4K	0.06%	105
2023 Q4	$220K	Sell	3,975 -1,075	-21%	-$54.5K	0.06%	126
2023 Q3	$252K	Buy	5,050 +440	+10%	+$23.1K	0.08%	118
2023 Q2	$241K	Buy	4,610 +180	+4%	+$8.95K	0.09%	93
2023 Q1	$222K	Buy	+4,430	New	+$226K	0.09%	89

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 22.9% 1-Year Est. Return

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

Fortis Capital Management's IJH Position: Q2 2026 in Review

Fortis Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $73.4K and bringing the position to 10,473 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #107.

Fortis Capital Management first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fortis Capital Management held 10,473 shares of iShares Core S&P Mid-Cap ETF worth $808K as of Q2 2026.
Fortis Capital Management bought 1,000 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $73.4K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Fortis Capital Management's portfolio in Q2 2026, its #107 holding.
Fortis Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.