JB Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JB Capital’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	$932K	Buy	12,084 +3,253	+37%	+$239K	0.03%	147
2026 Q1	$596K	Buy	8,831 +1,007	+13%	+$69.9K	0.02%	170
2025 Q4	$516K	Buy	7,824 +844	+12%	+$55.3K	0.02%	178
2025 Q3	$456K	Buy	6,980 +294	+4%	+$18.9K	0.02%	181
2025 Q2	$415K	Buy	6,686 +700	+12%	+$41.1K	0.02%	177
2025 Q1	$349K	Buy	5,986 +126	+2%	+$7.83K	0.02%	175
2024 Q4	$365K	Sell	5,860 -1,109	-16%	-$71.1K	0.02%	171
2024 Q3	$434K	Buy	6,969 +1,083	+18%	+$65.3K	0.02%	162
2024 Q2	$344K	Sell	5,886 -1,369	-19%	-$80.4K	0.02%	175
2024 Q1	$441K	Buy	7,255 +910	+14%	+$51.5K	0.03%	149
2023 Q4	$352K	Sell	6,345 -215,340	-97%	-$10.9M	0.03%	160
2023 Q3	$11.1M	Buy	221,685 +215,755	+3,638%	+$11.3M	0.93%	18
2023 Q2	$310K	Buy	5,930 +80	+1%	+$3.98K	0.03%	136
2023 Q1	$293K	Buy	5,850 +10	+0.2%	+$509	0.03%	135
2022 Q4	$283K	Buy	5,840 +320	+6%	+$15.5K	0.03%	140
2022 Q3	$242K	Buy	5,520 +130	+2%	+$6.29K	0.03%	143
2022 Q2	$244K	Buy	5,390 +65	+1%	+$3.21K	0.03%	210
2022 Q1	$286K	Buy	5,325 +20	+0.4%	+$1.06K	0.03%	201
2021 Q4	$300K	Buy	5,305 +220	+4%	+$12.2K	0.03%	211
2021 Q3	$268K	Buy	+5,085	New	+$274K	0.03%	256

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

JB Capital's IJH Position: Q2 2026 in Review

JB Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 37% in Q2 2026, buying an estimated $239K and bringing the position to 12,084 shares worth $932K. The position accounts for 0.03% of the portfolio, ranked #147.

JB Capital first reported a position in IJH in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.1M in Q3 2023. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

JB Capital held 12,084 shares of iShares Core S&P Mid-Cap ETF worth $932K as of Q2 2026.
JB Capital bought 3,253 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $239K.
iShares Core S&P Mid-Cap ETF made up 0.03% of JB Capital's portfolio in Q2 2026, its #147 holding.
JB Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
JB Capital's iShares Core S&P Mid-Cap ETF position peaked at $11.1M in Q3 2023.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.