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

IEQ 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
Q1 		$13M Sell
192,449
-1,964
-1% -$136K 0.06% 296
2025
Q4 		$12.8M Buy
194,413
+96,673
+99% +$6.33M 0.04% 290
2025
Q3 		$6.38M Buy
97,740
+6,571
+7% +$422K 0.02% 429
2025
Q2 		$5.65M Buy
91,169
+10,790
+13% +$633K 0.03% 390
2025
Q1 		$4.69M Buy
80,379
+14,194
+21% +$881K 0.04% 358
2024
Q4 		$4.12M Buy
66,185
+17,710
+37% +$1.14M 0.04% 311
2024
Q3 		$3.02M Sell
48,475
-544
-1% -$32.8K 0.04% 288
2024
Q2 		$2.87M Sell
49,019
-1,681
-3% -$98.8K 0.04% 268
2024
Q1 		$3.08M Buy
50,700
+3,585
+8% +$203K 0.04% 248
2023
Q4 		$2.61M Buy
47,115
+1,645
+4% +$83.4K 0.04% 250
2023
Q3 		$2.27M Sell
45,470
-2,980
-6% -$156K 0.05% 244
2023
Q2 		$2.53M Buy
48,450
+165
+0.3% +$8.2K 0.05% 228
2023
Q1 		$2.42M Buy
48,285
+2,050
+4% +$104K 0.06% 225
2022
Q4 		$2.24M Buy
46,235
+2,415
+6% +$117K 0.06% 224
2022
Q3 		$1.92M Sell
43,820
-2,605
-6% -$126K 0.05% 238
2022
Q2 		$2.1M Buy
46,425
+270
+0.6% +$13.3K 0.06% 197
2022
Q1 		$2.48M Sell
46,155
-1,330
-3% -$70.8K 0.06% 181
2021
Q4 		$2.69M Buy
47,485
+8,730
+23% +$486K 0.06% 160
2021
Q3 		$2.04M Buy
38,755
+25
+0.1% +$1.34K 0.05% 185
2021
Q2 		$2.08M Buy
38,730
+15
+0% +$810 0.06% 169
2021
Q1 		$2.02M Buy
+38,715
New +$1.93M 0.08% 135
2020
Q4 		– Sell
-37,655
Closed -$1.4M – 299
2020
Q3 		$1.4M Buy
37,655
+475
+1% +$17.8K 0.08% 141
2020
Q2 		$1.32M Sell
37,180
-29,575
-44% -$982K 0.09% 130
2020
Q1 		$1.92M Sell
66,755
-22,800
-25% -$848K 0.15% 94
2019
Q4 		$3.69M Buy
+89,555
New +$3.55M 0.32% 53

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

IEQ Capital's IJH Position: Q1 2026 in Review

IEQ Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q1 2026, selling an estimated $136K and leaving 192,449 shares worth $13M. The position accounts for 0.06% of the portfolio, ranked #296.

IEQ Capital first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • IEQ Capital held 192,449 shares of iShares Core S&P Mid-Cap ETF worth $13M as of Q1 2026.
  • IEQ Capital sold 1,964 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $136K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of IEQ Capital's portfolio in Q1 2026, its #296 holding.
  • IEQ Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.