HIC
IJH icon

Holderness Investments Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Holderness Investments Company’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 		$470K Buy
6,965
+3,390
+95% +$235K 0.09% 166
2025
Q4 		$236K Hold
3,575
– – 0.05% 226
2025
Q3 		$233K Hold
3,575
– – 0.05% 236
2025
Q2 		$222K Hold
3,575
– – 0.05% 238
2025
Q1 		$209K Hold
3,575
– – 0.05% 243
2024
Q4 		$223K Buy
3,575
+150
+4% +$9.62K 0.05% 238
2024
Q3 		$213K Buy
+3,425
New +$207K 0.05% 243

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Holderness Investments Company's IJH Position: Q1 2026 in Review

Holderness Investments Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 95% in Q1 2026, buying an estimated $235K and bringing the position to 6,965 shares worth $470K. The position accounts for 0.09% of the portfolio, ranked #166.

Holderness Investments Company first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Holderness Investments Company held 6,965 shares of iShares Core S&P Mid-Cap ETF worth $470K as of Q1 2026.
  • Holderness Investments Company bought 3,390 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $235K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Holderness Investments Company's portfolio in Q1 2026, its #166 holding.
  • Holderness Investments Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.