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

Inscription 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	$220K	Buy	3,255 +7	+0.2%	+$486	0.02%	595
2025 Q4	$214K	Buy	3,248 +16	+0.5%	+$1.05K	0.02%	592
2025 Q3	$211K	Buy	+3,232	New	+$208K	0.02%	572
2022 Q3	–	Sell	-14,900	Closed	-$674K	–	225
2022 Q2	$674K	Buy	+14,900	New	+$736K	0.12%	123
2021 Q3	–	Sell	-12,880	Closed	-$692K	–	293
2021 Q2	$692K	Buy	+12,880	New	+$695K	0.08%	168
2019 Q2	–	Sell	-4,565	Closed	-$173K	–	165
2019 Q1	$173K	Sell	4,565 -2,650	-37%	-$97.9K	0.09%	127
2018 Q4	$240K	Buy	+7,215	New	+$263K	0.13%	118

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Inscription Capital's IJH Position: Q1 2026 in Review

Inscription Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q1 2026, buying an estimated $486 and bringing the position to 3,255 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #595.

Inscription Capital first reported a position in IJH in Q4 2018 and has held it in 7 quarters since. The position peaked at $692K in Q2 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Inscription Capital held 3,255 shares of iShares Core S&P Mid-Cap ETF worth $220K as of Q1 2026.
Inscription Capital bought 7 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $486.
iShares Core S&P Mid-Cap ETF made up 0.02% of Inscription Capital's portfolio in Q1 2026, its #595 holding.
Inscription Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 7 quarters since.
Inscription Capital's iShares Core S&P Mid-Cap ETF position peaked at $692K in Q2 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.