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

Intellectus 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	$321K	Hold	4,167	–	–	0.06%	254
2026 Q1	$281K	Hold	4,167	–	–	0.06%	249
2025 Q4	$275K	Buy	+4,167	New	+$273K	0.05%	245
2020 Q3	–	Sell	-20,855	Closed	-$742K	–	219
2020 Q2	$742K	Sell	20,855 -1,325	-6%	-$44K	0.29%	110
2020 Q1	$638K	Sell	22,180 -3,525	-14%	-$131K	0.3%	99
2019 Q4	$1.06M	Buy	25,705 +2,400	+10%	+$95.1K	0.43%	65
2019 Q3	$901K	Buy	23,305 +2,285	+11%	+$87.8K	0.4%	72
2019 Q2	$817K	Buy	21,020 +9,560	+83%	+$366K	0.35%	83
2019 Q1	$434K	Buy	+11,460	New	+$423K	0.19%	136
2018 Q4	–	Sell	-11,975	Closed	-$484K	–	386
2018 Q3	$484K	Buy	11,975 +80	+0.7%	+$3.22K	0.17%	147
2018 Q2	$465K	Buy	11,895 +440	+4%	+$17K	0.17%	144
2018 Q1	$430K	Buy	11,455 +4,225	+58%	+$162K	0.15%	155
2017 Q4	$274K	Buy	7,230 +210	+3%	+$7.77K	0.1%	187
2017 Q3	$251K	Buy	7,020 +900	+15%	+$31.3K	0.1%	197
2017 Q2	$213K	Buy	+6,120	New	+$211K	0.1%	196

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

Intellectus Partners's IJH Position: Q2 2026 in Review

Intellectus Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,167 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #254.

Intellectus Partners first reported a position in IJH in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2019. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Intellectus Partners held 4,167 shares of iShares Core S&P Mid-Cap ETF worth $321K as of Q2 2026.
Intellectus Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Intellectus Partners's portfolio in Q2 2026, its #254 holding.
Intellectus Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 15 quarters since.
Intellectus Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.06M in Q4 2019.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.