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 Q2	$142M	Sell	1,840,675 -13,756	-0.7%	-$1.01M	7.03%	6
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 $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 22.96% 1-Year Est. Return

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

Hamilton Capital's IJH Position: Q2 2026 in Review

Hamilton Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.74% in Q2 2026, selling an estimated $1.01M and leaving 1,840,675 shares worth $142M. The position accounts for 7.03% of the portfolio, ranked #6.

Hamilton Capital first reported a position in IJH in Q4 2018 and has held it in 20 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hamilton Capital held 1,840,675 shares of iShares Core S&P Mid-Cap ETF worth $142M as of Q2 2026.
Hamilton Capital sold 13,756 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.01M.
iShares Core S&P Mid-Cap ETF made up 7.03% of Hamilton Capital's portfolio in Q2 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 20 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.