Johnson Financial Group LLC (Colorado)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$3.42M	Buy	44,327 +41,219	+1,326%	+$3.02M	0.18%	32
2026 Q1	$210K	Sell	3,108 -2,067	-40%	-$143K	0.01%	179
2025 Q4	$342K	Buy	+5,175	New	+$339K	0.02%	85
2020 Q2	–	Sell	-10,035	Closed	-$289K	–	29
2020 Q1	$289K	Buy	+10,035	New	+$373K	0.22%	16

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

Johnson Financial Group LLC (Colorado)'s IJH Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1,326% in Q2 2026, buying an estimated $3.02M and bringing the position to 44,327 shares worth $3.42M. The position accounts for 0.18% of the portfolio, ranked #32.

Johnson Financial Group LLC (Colorado) first reported a position in IJH in Q1 2020 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 44,327 shares of iShares Core S&P Mid-Cap ETF worth $3.42M as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 41,219 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.02M.
iShares Core S&P Mid-Cap ETF made up 0.18% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #32 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 4 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.