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J.M. Forbes & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

J.M. Forbes & Co’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 		$16.8M Sell
217,362
-1,781
-0.8% -$131K 1.32% 23
2026
Q1 		$14.8M Buy
219,143
+2,297
+1% +$159K 1.25% 22
2025
Q4 		$14.3M Buy
216,846
+2,889
+1% +$189K 1.16% 25
2025
Q3 		$14M Buy
213,957
+2,821
+1% +$181K 1.16% 27
2025
Q2 		$13.1M Buy
211,136
+339
+0.2% +$19.9K 1.2% 28
2025
Q1 		$12.3M Buy
210,797
+10,071
+5% +$625K 1.19% 29
2024
Q4 		$12.5M Buy
200,726
+1,151
+0.6% +$73.8K 1.2% 29
2024
Q3 		$12.4M Sell
199,575
-190
-0.1% -$11.5K 1.21% 28
2024
Q2 		$11.7M Buy
199,765
+2,129
+1% +$125K 1.2% 28
2024
Q1 		$12M Sell
197,636
-2,729
-1% -$155K 1.3% 27
2023
Q4 		$11.1M Buy
200,365
+880
+0.4% +$44.6K 1.29% 27
2023
Q3 		$9.95M Buy
199,485
+1,290
+0.7% +$67.6K 1.29% 27
2023
Q2 		$10.4M Sell
198,195
-97,405
-33% -$4.84M 1.29% 27
2023
Q1 		$14.8M Buy
295,600
+6,385
+2% +$325K 2.02% 18
2022
Q4 		$14M Buy
289,215
+30
+0% +$1.45K 2.02% 20
2022
Q3 		$12.7M Buy
289,185
+3,335
+1% +$161K 1.98% 20
2022
Q2 		$12.9M Buy
+285,850
New +$14.1M 1.9% 21
2016
Q1 		– Sell
-163,685
Closed -$4.56M – 101
2015
Q4 		$4.56M Sell
163,685
-180
-0.1% -$5.14K 1.22% 40
2015
Q3 		$4.48M Sell
163,865
-435
-0.3% -$12.6K 1.27% 38
2015
Q2 		$4.93M Buy
164,300
+151,055
+1,140% +$4.61M 1.33% 37
2015
Q1 		$403K Sell
13,245
-70
-0.5% -$2.07K 0.11% 67
2014
Q4 		$393K Buy
+13,315
New +$374K 0.1% 67
2014
Q3 		– Sell
-14,330
Closed -$410K – 91
2014
Q2 		$410K Buy
14,330
+260
+2% +$7.14K 0.1% 68
2014
Q1 		$386K Buy
+14,070
New +$379K 0.1% 69
2013
Q4 		– Sell
-12,240
Closed -$303K – 88
2013
Q3 		$303K Sell
12,240
-545
-4% -$13.3K 0.09% 73
2013
Q2 		$295K Buy
+12,785
New +$297K 0.09% 69

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J.M. Forbes & Co's IJH Position: Q2 2026 in Review

J.M. Forbes & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.81% in Q2 2026, selling an estimated $131K and leaving 217,362 shares worth $16.8M. The position accounts for 1.32% of the portfolio, ranked #23.

J.M. Forbes & Co first reported a position in IJH in Q2 2013 and has held it in 26 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • J.M. Forbes & Co held 217,362 shares of iShares Core S&P Mid-Cap ETF worth $16.8M as of Q2 2026.
  • J.M. Forbes & Co sold 1,781 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $131K.
  • iShares Core S&P Mid-Cap ETF made up 1.32% of J.M. Forbes & Co's portfolio in Q2 2026, its #23 holding.
  • J.M. Forbes & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 26 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.