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

HUB Investment 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 		$4.3M Buy
55,715
+37,283
+202% +$2.74M 0.08% 197
2026
Q1 		$1.24M Buy
18,432
+8,167
+80% +$567K 0.03% 334
2025
Q4 		$677K Buy
10,265
+2,959
+41% +$194K 0.02% 396
2025
Q3 		$477K Buy
7,306
+1,149
+19% +$73.8K 0.02% 426
2025
Q2 		$382K Sell
6,157
-760
-11% -$44.6K 0.01% 450
2025
Q1 		$404K Buy
6,917
+1,198
+21% +$74.4K 0.02% 375
2024
Q4 		$356K Sell
5,719
-2,124
-27% -$136K 0.01% 363
2024
Q3 		$489K Sell
7,843
-220
-3% -$13.3K 0.02% 299
2024
Q2 		$472K Buy
8,063
+380
+5% +$22.3K 0.02% 291
2024
Q1 		$467K Buy
7,683
+2,448
+47% +$139K 0.03% 288
2023
Q4 		$290K Sell
5,235
-565
-10% -$28.7K 0.02% 319
2023
Q3 		$289K Sell
5,800
-180
-3% -$9.43K 0.04% 198
2023
Q2 		$313K Buy
+5,980
New +$297K 0.05% 187
2022
Q1 		– Sell
-4,170
Closed -$236K – 196
2021
Q4 		$236K Sell
4,170
-585
-12% -$32.6K 0.05% 177
2021
Q3 		$250K Buy
+4,755
New +$256K 0.06% 190

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HUB Investment Partners's IJH Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 202% in Q2 2026, buying an estimated $2.74M and bringing the position to 55,715 shares worth $4.3M. The position accounts for 0.08% of the portfolio, ranked #197.

HUB Investment Partners first reported a position in IJH in Q3 2021 and has held it in 15 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • HUB Investment Partners held 55,715 shares of iShares Core S&P Mid-Cap ETF worth $4.3M as of Q2 2026.
  • HUB Investment Partners bought 37,283 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.74M.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of HUB Investment Partners's portfolio in Q2 2026, its #197 holding.
  • HUB Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.