Ipswich Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ipswich Investment Management’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	$1.16M	Buy	15,003 +123	+0.8%	+$9.03K	0.24%	83
2026 Q1	$1M	Hold	14,880	–	–	0.24%	84
2025 Q4	$982K	Sell	14,880 -160	-1%	-$10.5K	0.23%	83
2025 Q3	$982K	Sell	15,040 -20	-0.1%	-$1.28K	0.23%	86
2025 Q2	$934K	Sell	15,060 -35	-0.2%	-$2.06K	0.23%	90
2025 Q1	$881K	Sell	15,095 -50	-0.3%	-$3.1K	0.22%	93
2024 Q4	$944K	Hold	15,145	–	–	0.23%	91
2024 Q3	$944K	Sell	15,145 -875	-5%	-$52.8K	0.22%	95
2024 Q2	$937K	Sell	16,020 -435	-3%	-$25.6K	0.22%	89
2024 Q1	$999K	Sell	16,455 -400	-2%	-$22.6K	0.23%	88
2023 Q4	$934K	Sell	16,855 -3,650	-18%	-$185K	0.24%	89
2023 Q3	$1.02M	Sell	20,505 -325	-2%	-$17K	0.28%	82
2023 Q2	$1.09M	Sell	20,830 -45	-0.2%	-$2.24K	0.29%	81
2023 Q1	$1.04M	Buy	20,875 +375	+2%	+$19.1K	0.29%	84
2022 Q4	$992K	Sell	20,500 -475	-2%	-$22.9K	0.28%	86
2022 Q3	$920K	Sell	20,975 -100	-0.5%	-$4.83K	0.29%	86
2022 Q2	$954K	Sell	21,075 -150	-0.7%	-$7.41K	0.27%	91
2022 Q1	$1.14M	Buy	21,225 +950	+5%	+$50.6K	0.28%	91
2021 Q4	$1.15M	Sell	20,275 -360	-2%	-$20K	0.27%	92
2021 Q3	$1.09M	Buy	20,635 +35	+0.2%	+$1.88K	0.28%	90
2021 Q2	$1.11M	Buy	20,600 +180	+0.9%	+$9.72K	0.28%	90
2021 Q1	$1.06M	Sell	20,420 -260	-1%	-$13K	0.3%	89
2020 Q4	$951K	Buy	20,680 +25	+0.1%	+$1.05K	0.29%	87
2020 Q3	$766K	Buy	20,655 +100	+0.5%	+$3.74K	0.25%	90
2020 Q2	$731K	Sell	20,555 -910	-4%	-$30.2K	0.25%	87
2020 Q1	$618K	Sell	21,465 -450	-2%	-$16.7K	0.24%	88
2019 Q4	$902K	Buy	21,915 +1,025	+5%	+$40.6K	0.27%	87
2019 Q3	$807K	Sell	20,890 -1,735	-8%	-$66.7K	0.26%	88
2019 Q2	$879K	Sell	22,625 -390	-2%	-$14.9K	0.28%	83
2019 Q1	$872K	Buy	23,015 +525	+2%	+$19.4K	0.29%	80
2018 Q4	$747K	Buy	22,490 +3,220	+17%	+$117K	0.27%	79
2018 Q3	$776K	Buy	+19,270	New	+$775K	0.26%	83
2018 Q2	–	Sell	-16,065	Closed	-$603K	–	117
2018 Q1	$603K	Sell	16,065 -1,385	-8%	-$53K	0.25%	90
2017 Q4	$662K	Sell	17,450 -1,925	-10%	-$71.2K	0.28%	83
2017 Q3	$693K	Buy	19,375 +1,070	+6%	+$37.3K	0.31%	80
2017 Q2	$637K	Sell	18,305 -280	-2%	-$9.67K	0.3%	78
2017 Q1	$636K	Buy	18,585 +3,975	+27%	+$135K	0.28%	81
2016 Q4	$483K	Buy	14,610 +5,550	+61%	+$176K	0.22%	88
2016 Q3	$280K	Sell	9,060 -1,275	-12%	-$39.4K	0.14%	108
2016 Q2	$309K	Sell	10,335 -510	-5%	-$15K	0.15%	109
2016 Q1	$315K	Buy	10,845 +1,560	+17%	+$41.7K	0.15%	102
2015 Q4	$259K	Buy	9,285 +180	+2%	+$5.14K	0.12%	115
2015 Q3	$249K	Buy	+9,105	New	+$265K	0.12%	120
2015 Q2	–	Sell	-7,295	Closed	-$222K	–	134
2015 Q1	$222K	Buy	+7,295	New	+$216K	0.1%	123

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Ipswich Investment Management's IJH Position: Q2 2026 in Review

Ipswich Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.83% in Q2 2026, buying an estimated $9.03K and bringing the position to 15,003 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #83.

Ipswich Investment Management first reported a position in IJH in Q1 2015 and has held it in 44 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ipswich Investment Management held 15,003 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q2 2026.
Ipswich Investment Management bought 123 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.03K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Ipswich Investment Management's portfolio in Q2 2026, its #83 holding.
Ipswich Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 44 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.