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Jim Saulnier & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jim Saulnier & Associates’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 		$308K Hold
3,992
– – 0.12% 124
2026
Q1 		$270K Buy
3,992
+6
+0.2% +$416 0.13% 115
2025
Q4 		$263K Buy
3,986
+86
+2% +$5.63K 0.14% 121
2025
Q3 		$255K Hold
3,900
– – 0.14% 121
2025
Q2 		$242K Hold
3,900
– – 0.17% 101
2025
Q1 		$228K Hold
3,900
– – 0.18% 98
2024
Q4 		$243K Hold
3,900
– – 0.21% 82
2024
Q3 		$243K Buy
+3,900
New +$235K 0.24% 71

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jim Saulnier & Associates's IJH Position: Q2 2026 in Review

Jim Saulnier & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,992 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #124.

Jim Saulnier & Associates first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Jim Saulnier & Associates held 3,992 shares of iShares Core S&P Mid-Cap ETF worth $308K as of Q2 2026.
  • Jim Saulnier & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Jim Saulnier & Associates's portfolio in Q2 2026, its #124 holding.
  • Jim Saulnier & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.