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

Indie Asset 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	$700K	Buy	9,073 +1,280	+16%	+$93.9K	0.67%	38
2026 Q1	$526K	Buy	7,793 +856	+12%	+$59.4K	0.6%	38
2025 Q4	$458K	Buy	6,937 +1,170	+20%	+$76.6K	0.51%	47
2025 Q3	$376K	Buy	5,767 +430	+8%	+$27.6K	0.5%	48
2025 Q2	$331K	Buy	5,337 +784	+17%	+$46K	0.6%	42
2025 Q1	$266K	Hold	4,553	–	–	0.23%	73
2024 Q4	$284K	Buy	4,553 +225	+5%	+$14.4K	0.22%	78
2024 Q3	$270K	Buy	+4,328	New	+$261K	0.2%	88

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

Indie Asset Partners's IJH Position: Q2 2026 in Review

Indie Asset Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, buying an estimated $93.9K and bringing the position to 9,073 shares worth $700K. The position accounts for 0.67% of the portfolio, ranked #38.

Indie Asset Partners first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Indie Asset Partners held 9,073 shares of iShares Core S&P Mid-Cap ETF worth $700K as of Q2 2026.
Indie Asset Partners bought 1,280 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $93.9K.
iShares Core S&P Mid-Cap ETF made up 0.67% of Indie Asset Partners's portfolio in Q2 2026, its #38 holding.
Indie Asset Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.