Kathmere Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kathmere Capital Management’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	$1.27M	Buy	18,843 +2,768	+17%	+$192K	0.08%	179
2025 Q4	$1.06M	Sell	16,075 -15,498	-49%	-$1.02M	0.07%	180
2025 Q3	$2.06M	Buy	31,573 +605	+2%	+$38.9K	0.15%	106
2025 Q2	$1.92M	Sell	30,968 -1,634	-5%	-$95.9K	0.15%	103
2025 Q1	$1.9M	Buy	32,602 +13,486	+71%	+$837K	0.16%	95
2024 Q4	$1.19M	Buy	+19,116	New	+$1.23M	0.11%	122

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kathmere Capital Management's IJH Position: Q1 2026 in Review

Kathmere Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q1 2026, buying an estimated $192K and bringing the position to 18,843 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #179.

Kathmere Capital Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Kathmere Capital Management held 18,843 shares of iShares Core S&P Mid-Cap ETF worth $1.27M as of Q1 2026.
Kathmere Capital Management bought 2,768 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $192K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Kathmere Capital Management's portfolio in Q1 2026, its #179 holding.
Kathmere Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Kathmere Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.06M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.