Jeffrey Smith’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jeffrey Smith’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	$685M	Buy	8,877,781 +3,047,125	+52%	+$224M	15.13%	1
2026 Q1	$394M	Buy	5,830,656 +580,000	+11%	+$40.2M	8.61%	3
2025 Q4	$347M	Hold	5,250,656	–	–	6.56%	6
2025 Q3	$343M	Hold	5,250,656	–	–	6.45%	6
2025 Q2	$326M	Buy	5,250,656 +1,685,781	+47%	+$99M	5.64%	9
2025 Q1	$208M	Sell	3,564,875 -400,393	-10%	-$24.9M	3.78%	12
2024 Q4	$247M	Buy	+3,965,268	New	+$254M	4.47%	12

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 22.96% 1-Year Est. Return

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

Jeffrey Smith's IJH Position: Q2 2026 in Review

Jeffrey Smith increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 52% in Q2 2026, buying an estimated $224M and bringing the position to 8,877,781 shares worth $685M. The position accounts for 15.13% of the portfolio, ranked #1.

Jeffrey Smith first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Jeffrey Smith held 8,877,781 shares of iShares Core S&P Mid-Cap ETF worth $685M as of Q2 2026.
Jeffrey Smith bought 3,047,125 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $224M.
iShares Core S&P Mid-Cap ETF made up 15.13% of Jeffrey Smith's portfolio in Q2 2026, its #1 holding.
Jeffrey Smith first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.