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

Innealta 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 		$1.65M Buy
24,442
+8,242
+51% +$572K 1.03% 31
2025
Q4 		$1.07M Buy
16,200
+698
+5% +$45.7K 0.58% 39
2025
Q3 		$1.01M Sell
15,502
-1,250
-7% -$80.3K 0.51% 41
2025
Q2 		$1.04M Buy
16,752
+6,502
+63% +$382K 0.55% 39
2025
Q1 		$598K Sell
10,250
-1,138
-10% -$70.7K 0.32% 51
2024
Q4 		$710K Buy
11,388
+4,650
+69% +$298K 0.35% 51
2024
Q3 		$420K Sell
6,738
-214
-3% -$12.9K 0.17% 74
2024
Q2 		$407K Sell
6,952
-737
-10% -$43.3K 0.13% 76
2024
Q1 		$467K Sell
7,689
-1,056
-12% -$59.8K 0.2% 61
2023
Q4 		$485K Sell
8,745
-3,195
-27% -$162K 0.22% 61
2023
Q3 		$595K Sell
11,940
-2,315
-16% -$121K 0.26% 53
2023
Q2 		$746K Buy
14,255
+1,490
+12% +$74.1K 0.29% 55
2023
Q1 		$639K Buy
12,765
+320
+3% +$16.3K 0.27% 55
2022
Q4 		$602K Buy
12,445
+420
+3% +$20.3K 0.28% 56
2022
Q3 		$527K Buy
12,025
+555
+5% +$26.8K 0.28% 46
2022
Q2 		$519K Buy
11,470
+1,415
+14% +$69.9K 0.27% 53
2022
Q1 		$540K Buy
10,055
+770
+8% +$41K 0.31% 58
2021
Q4 		$526K Buy
9,285
+1,040
+13% +$57.9K 0.26% 62
2021
Q3 		$434K Buy
8,245
+1,165
+16% +$62.7K 0.24% 52
2021
Q2 		$381K Sell
7,080
-530
-7% -$28.6K 0.19% 50
2021
Q1 		$396K Sell
7,610
-3,935
-34% -$197K 0.24% 39
2020
Q4 		$531K Buy
11,545
+1,480
+15% +$62.4K 0.31% 30
2020
Q3 		$373K Sell
10,065
-1,090
-10% -$40.8K 0.24% 37
2020
Q2 		$397K Buy
11,155
+1,080
+11% +$35.9K 0.27% 40
2020
Q1 		$290K Buy
10,075
+1,105
+12% +$41.1K 0.22% 47
2019
Q4 		$369K Buy
8,970
+3,430
+62% +$136K 0.25% 41
2019
Q3 		$214K Buy
+5,540
New +$213K 0.19% 40

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

Innealta Capital's IJH Position: Q1 2026 in Review

Innealta Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 51% in Q1 2026, buying an estimated $572K and bringing the position to 24,442 shares worth $1.65M. The position accounts for 1.03% of the portfolio, ranked #31.

Innealta Capital first reported a position in IJH in Q3 2019 and has held it in 27 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Innealta Capital held 24,442 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q1 2026.
  • Innealta Capital bought 8,242 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $572K.
  • iShares Core S&P Mid-Cap ETF made up 1.03% of Innealta Capital's portfolio in Q1 2026, its #31 holding.
  • Innealta Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Innealta Capital's 13F filing for Q1 2026, filed 4 May 2026.