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 Q2	$5.28M	Hold	78,160	–	–	0.08%	164
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 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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J. Safra Sarasin Holding's IJH Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 78,160 shares worth $5.28M. The position accounts for 0.08% of the portfolio, ranked #164.

J. Safra Sarasin Holding first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,750 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

J. Safra Sarasin Holding held 78,160 shares of iShares Core S&P Mid-Cap ETF worth $5.28M as of Q2 2026.
J. Safra Sarasin Holding left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.08% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #164 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 8 quarters since.
2,750 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.