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

Kera Capital Partners’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	$4.02M	Buy	59,512 +1,336	+2%	+$92.7K	0.49%	41
2025 Q4	$3.99M	Sell	58,176 -4,307	-7%	-$282K	0.49%	42
2025 Q3	$4.08M	Sell	62,483 -2,157	-3%	-$139K	0.61%	40
2025 Q2	$4.01M	Buy	64,640 +45,938	+246%	+$2.7M	0.79%	37
2025 Q1	$1.09M	Buy	18,702 +2,546	+16%	+$158K	0.32%	45
2024 Q4	$1.01M	Buy	+16,156	New	+$1.04M	0.29%	47

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

Kera Capital Partners's IJH Position: Q1 2026 in Review

Kera Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2026, buying an estimated $92.7K and bringing the position to 59,512 shares worth $4.02M. The position accounts for 0.49% of the portfolio, ranked #41.

Kera Capital Partners first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.08M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Kera Capital Partners held 59,512 shares of iShares Core S&P Mid-Cap ETF worth $4.02M as of Q1 2026.
Kera Capital Partners bought 1,336 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $92.7K.
iShares Core S&P Mid-Cap ETF made up 0.49% of Kera Capital Partners's portfolio in Q1 2026, its #41 holding.
Kera Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Kera Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.08M 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 Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.