JIC
IJH icon

Joel Isaacson & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Joel Isaacson & Co’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 		$4.18M Buy
61,954
+2,398
+4% +$166K 0.14% 71
2025
Q4 		$3.93M Buy
59,556
+1,046
+2% +$68.5K 0.13% 76
2025
Q3 		$3.82M Sell
58,510
-155
-0.3% -$9.96K 0.14% 75
2025
Q2 		$3.64M Sell
58,665
-1,093
-2% -$64.2K 0.15% 71
2025
Q1 		$3.49M Sell
59,758
-3,167
-5% -$197K 0.16% 61
2024
Q4 		$3.92M Buy
62,925
+3,882
+7% +$249K 0.18% 55
2024
Q3 		$3.68M Sell
59,043
-4,848
-8% -$292K 0.18% 56
2024
Q2 		$3.74M Buy
63,891
+956
+2% +$56.2K 0.2% 50
2024
Q1 		$3.82M Buy
62,935
+4,825
+8% +$273K 0.21% 50
2023
Q4 		$3.22M Buy
58,110
+7,860
+16% +$399K 0.2% 49
2023
Q3 		$2.51M Buy
50,250
+5,130
+11% +$269K 0.17% 58
2023
Q2 		$2.36M Buy
45,120
+6,110
+16% +$304K 0.16% 61
2023
Q1 		$1.95M Buy
39,010
+1,450
+4% +$73.9K 0.14% 73
2022
Q4 		$1.82M Buy
37,560
+15,535
+71% +$751K 0.14% 73
2022
Q3 		$966K Buy
22,025
+9,315
+73% +$450K 0.08% 107
2022
Q2 		$575K Sell
12,710
-225
-2% -$11.1K 0.05% 148
2022
Q1 		$677K Buy
12,935
+225
+2% +$12K 0.05% 150
2021
Q4 		$720K Hold
12,710
– – 0.05% 152
2021
Q3 		$669K Hold
12,710
– – 0.05% 153
2021
Q2 		$683K Sell
12,710
-800
-6% -$43.2K 0.05% 144
2021
Q1 		$703K Hold
13,510
– – 0.06% 122
2020
Q4 		$621K Hold
13,510
– – 0.06% 124
2020
Q3 		$501K Sell
13,510
-125
-0.9% -$4.67K 0.07% 127
2020
Q2 		$485K Sell
13,635
-1,485
-10% -$49.3K 0.07% 120
2020
Q1 		$435K Buy
15,120
+835
+6% +$31K 0.08% 114
2019
Q4 		$588K Buy
14,285
+410
+3% +$16.2K 0.08% 116
2019
Q3 		$536K Hold
13,875
– – 0.08% 116
2019
Q2 		$539K Hold
13,875
– – 0.08% 120
2019
Q1 		$526K Buy
13,875
+1,850
+15% +$68.3K 0.08% 129
2018
Q4 		$423K Sell
12,025
-150
-1% -$5.47K 0.07% 150
2018
Q3 		$490K Hold
12,175
– – 0.08% 123
2018
Q2 		$474K Buy
12,175
+270
+2% +$10.4K 0.08% 123
2018
Q1 		$447K Hold
11,905
– – 0.08% 121
2017
Q4 		$452K Hold
11,905
– – 0.08% 120
2017
Q3 		$426K Sell
11,905
-900
-7% -$31.3K 0.08% 119
2017
Q2 		$445K Hold
12,805
– – 0.08% 106
2017
Q1 		$438K Hold
12,805
– – 0.09% 104
2016
Q4 		$423K Hold
12,805
– – 0.09% 96
2016
Q3 		$396K Buy
12,805
+150
+1% +$4.64K 0.08% 110
2016
Q2 		$378K Sell
12,655
-750
-6% -$22K 0.08% 110
2016
Q1 		$387K Hold
13,405
– – 0.09% 112
2015
Q4 		$374K Hold
13,405
– – 0.09% 101
2015
Q3 		$366K Hold
13,405
– – 0.1% 93
2015
Q2 		$402K Hold
13,405
– – 0.1% 98
2015
Q1 		$407K Sell
13,405
-3,520
-21% -$104K 0.1% 99
2014
Q4 		$490K Buy
16,925
+11,820
+232% +$332K 0.13% 75
2014
Q3 		$140K Buy
5,105
+1,500
+42% +$42.3K 0.04% 169
2014
Q2 		$103K Hold
3,605
– – 0.03% 199
2014
Q1 		$99K Hold
3,605
– – 0.03% 200
2013
Q4 		$96K Hold
3,605
– – 0.03% 192
2013
Q3 		$90K Hold
3,605
– – 0.04% 187
2013
Q2 		$83K Buy
+3,605
New +$83.7K 0.04% 167

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

Joel Isaacson & Co's IJH Position: Q1 2026 in Review

Joel Isaacson & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2026, buying an estimated $166K and bringing the position to 61,954 shares worth $4.18M. The position accounts for 0.14% of the portfolio, ranked #71.

Joel Isaacson & Co first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Joel Isaacson & Co held 61,954 shares of iShares Core S&P Mid-Cap ETF worth $4.18M as of Q1 2026.
  • Joel Isaacson & Co bought 2,398 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $166K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Joel Isaacson & Co's portfolio in Q1 2026, its #71 holding.
  • Joel Isaacson & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.