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

Interchange Capital 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 Q1	$850K	Sell	14,566 -501	-3%	-$34.8K	0.27%	86
2025 Q4	$994K	Hold	15,067	–	–	0.18%	112
2025 Q3	$983K	Buy	15,067 +501	+3%	+$32.2K	0.19%	101
2025 Q2	$903K	Hold	14,566	–	–	0.21%	94
2025 Q1	$850K	Buy	14,566 +119	+0.8%	+$7.39K	0.24%	86
2024 Q4	$900K	Sell	14,447 -698	-5%	-$44.8K	0.32%	86
2024 Q3	$944K	Sell	15,145 -1,336	-8%	-$80.6K	0.33%	79
2024 Q2	$964K	Buy	16,481 +1,504	+10%	+$88.4K	0.35%	75
2024 Q1	$944K	Sell	14,977 -563	-4%	-$31.9K	0.64%	40
2023 Q4	$862K	Sell	15,540 -6,255	-29%	-$317K	0.65%	35
2023 Q3	$1.09M	Buy	21,795 +6,570	+43%	+$344K	0.86%	27
2023 Q2	$796K	Sell	15,225 -3,045	-17%	-$151K	0.61%	38
2023 Q1	$914K	Buy	18,270 +3,700	+25%	+$189K	0.5%	54
2022 Q4	$705K	Sell	14,570 -100	-0.7%	-$4.83K	0.72%	36
2022 Q3	$643K	Buy	14,670 +5	+0%	+$242	0.71%	35
2022 Q2	$663K	Sell	14,665 -2,870	-16%	-$142K	0.75%	32
2022 Q1	$941K	Buy	17,535 +340	+2%	+$18.1K	0.97%	19
2021 Q4	$973K	Buy	+17,195	New	+$957K	0.98%	17
2021 Q3	–	Sell	-7,455	Closed	-$400K	–	102
2021 Q2	$400K	Sell	7,455 -10,135	-58%	-$547K	0.62%	59
2021 Q1	$915K	Sell	17,590 -710	-4%	-$35.5K	0.5%	61
2020 Q4	$841K	Buy	+18,300	New	+$771K	0.46%	52

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

Interchange Capital Partners's IJH Position: Q1 2026 in Review

Interchange Capital Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q1 2026, selling an estimated $34.8K and leaving 14,566 shares worth $850K. The position accounts for 0.27% of the portfolio, ranked #86.

Interchange Capital Partners first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Interchange Capital Partners held 14,566 shares of iShares Core S&P Mid-Cap ETF worth $850K as of Q1 2026.
Interchange Capital Partners sold 501 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.8K.
iShares Core S&P Mid-Cap ETF made up 0.27% of Interchange Capital Partners's portfolio in Q1 2026, its #86 holding.
Interchange Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Interchange Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.09M in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.