JC
IJH icon

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
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
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

JB Capital's IJH Position: Q1 2026 in Review

JB Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, buying an estimated $69.9K and bringing the position to 8,831 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #170.

JB Capital first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.1M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • JB Capital held 8,831 shares of iShares Core S&P Mid-Cap ETF worth $596K as of Q1 2026.
  • JB Capital bought 1,007 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $69.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of JB Capital's portfolio in Q1 2026, its #170 holding.
  • JB Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's iShares Core S&P Mid-Cap ETF position peaked at $11.1M in Q3 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.