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

Jackson Hole 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 		$952K Buy
14,090
+2,195
+18% +$152K 0.16% 116
2025
Q4 		$785K Buy
11,895
+812
+7% +$53.2K 0.13% 122
2025
Q3 		$723K Buy
11,083
+747
+7% +$48K 0.12% 130
2025
Q2 		$641K Buy
10,336
+136
+1% +$7.98K 0.12% 130
2025
Q1 		$595K Sell
10,200
-14
-0.1% -$869 0.12% 130
2024
Q4 		$636K Buy
10,214
+9
+0.1% +$577 0.13% 121
2024
Q3 		$636K Buy
10,205
+59
+0.6% +$3.56K 0.13% 118
2024
Q2 		$594K Sell
10,146
-240
-2% -$14.1K 0.13% 118
2024
Q1 		$631K Buy
10,386
+2,511
+32% +$142K 0.14% 113
2023
Q4 		$437K Sell
7,875
-615
-7% -$31.2K 0.11% 141
2023
Q3 		$423K Buy
8,490
+270
+3% +$14.1K 0.12% 131
2023
Q2 		$430K Buy
8,220
+120
+1% +$5.96K 0.12% 139
2023
Q1 		$405K Sell
8,100
-25
-0.3% -$1.27K 0.11% 149
2022
Q4 		$393K Hold
8,125
– – 0.12% 136
2022
Q3 		$356K Buy
8,125
+4,540
+127% +$219K 0.11% 135
2022
Q2 		$162K Hold
3,585
– – 0.05% 174
2022
Q1 		$192K Sell
3,585
-115
-3% -$6.12K 0.06% 177
2021
Q4 		$209K Buy
3,700
+385
+12% +$21.4K 0.07% 168
2021
Q3 		$174K Buy
3,315
+375
+13% +$20.2K 0.06% 181
2021
Q2 		$158K Buy
2,940
+535
+22% +$28.9K 0.05% 175
2021
Q1 		$125K Buy
2,405
+35
+1% +$1.75K 0.05% 173
2020
Q4 		$109K Buy
2,370
+285
+14% +$12K 0.05% 156
2020
Q3 		$77K Buy
2,085
+560
+37% +$20.9K 0.04% 142
2020
Q2 		$54K Hold
1,525
– – 0.03% 132
2020
Q1 		$44K Hold
1,525
– – 0.03% 124
2019
Q4 		$63K Hold
1,525
– – 0.03% 161
2019
Q3 		$59K Hold
1,525
– – 0.03% 158
2019
Q2 		$59K Hold
1,525
– – 0.04% 156
2019
Q1 		$58K Buy
1,525
+250
+20% +$9.23K 0.05% 131
2018
Q4 		$42K Buy
+1,275
New +$46.5K 0.04% 123

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

Jackson Hole Capital Partners's IJH Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, buying an estimated $152K and bringing the position to 14,090 shares worth $952K. The position accounts for 0.16% of the portfolio, ranked #116.

Jackson Hole Capital Partners first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Jackson Hole Capital Partners held 14,090 shares of iShares Core S&P Mid-Cap ETF worth $952K as of Q1 2026.
  • Jackson Hole Capital Partners bought 2,195 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $152K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #116 holding.
  • Jackson Hole Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.