JSSH
IJH icon

J. Safra Sarasin Holding’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

J. Safra Sarasin Holding’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 		$5.28M Hold
78,160
– – 0.09% 134
2025
Q4 		$5.16M Hold
78,160
– – 0.08% 133
2025
Q3 		$5.1M Hold
78,160
– – 0.08% 134
2025
Q2 		$4.85M Hold
78,160
– – 0.08% 136
2025
Q1 		$4.56M Hold
78,160
– – 0.08% 139
2024
Q4 		$4.87M Hold
78,160
– – 0.08% 141
2024
Q3 		$4.87M Buy
+78,160
New +$4.71M 0.08% 136

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

J. Safra Sarasin Holding's IJH Position: Q1 2026 in Review

J. Safra Sarasin Holding held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 78,160 shares worth $5.28M. The position accounts for 0.09% of the portfolio, ranked #134.

J. Safra Sarasin Holding first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • J. Safra Sarasin Holding held 78,160 shares of iShares Core S&P Mid-Cap ETF worth $5.28M as of Q1 2026.
  • J. Safra Sarasin Holding left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #134 holding.
  • J. Safra Sarasin Holding first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.