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

Holt Capital Partners’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	$242K	Buy	+3,134	New	+$230K	0.03%	157

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

Holt Capital Partners's IJH Position: Q2 2026 in Review

Holt Capital Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,134 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Holt Capital Partners held 3,134 shares of iShares Core S&P Mid-Cap ETF worth $242K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Holt Capital Partners position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Holt Capital Partners's portfolio in Q2 2026, its #157 holding.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.