Fund Evaluation Group
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Fund Evaluation Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fund Evaluation Group’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
Q3 		$223K Buy
+3,098
New +$234K 0.01% 83
2020
Q2 		– Sell
-8,455
Closed -$243K – 34
2020
Q1 		$243K Buy
+8,455
New +$314K 0.04% 37

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fund Evaluation Group's IJH Position: Q3 2026 in Review

Fund Evaluation Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 3,098 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #83 among its holdings. This is a return to the name: Fund Evaluation Group previously reported a position in IJH as recently as Q1 2020.

Fund Evaluation Group first reported a position in IJH in Q1 2020 and has held it in 2 quarters since. The position peaked at $243K in Q1 2020. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Fund Evaluation Group held 3,098 shares of iShares Core S&P Mid-Cap ETF worth $223K as of Q3 2026.
  • iShares Core S&P Mid-Cap ETF was a new Fund Evaluation Group position in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Fund Evaluation Group's portfolio in Q3 2026, its #83 holding.
  • Fund Evaluation Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • Fund Evaluation Group's iShares Core S&P Mid-Cap ETF position peaked at $243K in Q1 2020.
  • 2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Fund Evaluation Group's 13F filing for Q3 2026, filed 5 Nov 2026.