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

Hamilton Point Investment Advisors’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	$103K	Hold	1,335	–	–	0.01%	156
2026 Q1	$90.2K	Sell	1,335 -239	-15%	-$16.6K	0.01%	149
2025 Q4	$104K	Buy	+1,574	New	+$103K	0.02%	150
2024 Q4	–	Sell	-4,500	Closed	-$280K	–	164
2024 Q3	$280K	Hold	4,500	–	–	0.05%	106
2024 Q2	$263K	Hold	4,500	–	–	0.05%	106
2024 Q1	$273K	Hold	4,500	–	–	0.05%	108
2023 Q4	$249K	Hold	4,500	–	–	0.05%	114
2023 Q3	$225K	Hold	4,500	–	–	0.06%	112
2023 Q2	$235K	Hold	4,500	–	–	0.06%	111
2023 Q1	$225K	Buy	+4,500	New	+$229K	0.05%	110

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 Point Investment Advisors's IJH Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,335 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #156.

Hamilton Point Investment Advisors first reported a position in IJH in Q1 2023 and has held it in 10 quarters since. The position peaked at $280K in Q3 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hamilton Point Investment Advisors held 1,335 shares of iShares Core S&P Mid-Cap ETF worth $103K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #156 holding.
Hamilton Point Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 10 quarters since.
Hamilton Point Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $280K in Q3 2024.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.