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

Hamilton Capital’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	$125M	Buy	1,854,431 +38,618	+2%	+$2.68M	6.49%	6
2025 Q4	$120M	Buy	+1,815,813	New	+$119M	5.99%	6
2025 Q2	$111M	Buy	1,783,594 +50,992	+3%	+$2.99M	6.08%	6
2025 Q1	$101M	Buy	1,732,602 +1,719,673	+13,301%	+$107M	6.12%	6
2024 Q4	$806K	Sell	12,929 -450	-3%	-$28.9K	0.06%	45
2024 Q3	$828K	Buy	13,379 +540	+4%	+$32.6K	0.06%	44
2024 Q2	$751K	Buy	12,839 +30	+0.2%	+$1.76K	0.06%	41
2024 Q1	$778K	Buy	12,809 +29	+0.2%	+$1.64K	0.06%	46
2023 Q4	$708K	Buy	12,780 +100	+0.8%	+$5.07K	0.06%	47
2023 Q3	$632K	Sell	12,680 -20	-0.2%	-$1.05K	0.05%	50
2023 Q2	$664K	Buy	12,700 +30	+0.2%	+$1.49K	0.05%	49
2023 Q1	$634K	Buy	12,670 +40	+0.3%	+$2.04K	0.04%	45
2022 Q4	$611K	Sell	12,630 -8,600	-41%	-$415K	0.04%	48
2022 Q3	$931K	Sell	21,230 -8,005	-27%	-$387K	0.06%	26
2022 Q2	$1.32M	Buy	29,235 +3,810	+15%	+$188K	0.08%	22
2022 Q1	$1.36M	Sell	25,425 -1,665	-6%	-$88.6K	0.09%	21
2021 Q4	$1.53M	Buy	+27,090	New	+$1.51M	0.12%	19
2020 Q1	–	Sell	-5,595	Closed	-$230K	–	42
2019 Q4	$230K	Buy	+5,595	New	+$222K	0.1%	42
2019 Q1	–	Sell	-5,950	Closed	-$224K	–	40
2018 Q4	$224K	Buy	+5,950	New	+$217K	0.1%	28

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

Hamilton Capital's IJH Position: Q1 2026 in Review

Hamilton Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q1 2026, buying an estimated $2.68M and bringing the position to 1,854,431 shares worth $125M. The position accounts for 6.49% of the portfolio, ranked #6.

Hamilton Capital first reported a position in IJH in Q4 2018 and has held it in 19 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Hamilton Capital held 1,854,431 shares of iShares Core S&P Mid-Cap ETF worth $125M as of Q1 2026.
Hamilton Capital bought 38,618 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.68M.
iShares Core S&P Mid-Cap ETF made up 6.49% of Hamilton Capital's portfolio in Q1 2026, its #6 holding.
Hamilton Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.