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

KG&L 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	$1.55M	Sell	23,002 -1,342	-6%	-$93.1K	1.11%	22
2025 Q4	$1.61M	Sell	24,344 -1,017	-4%	-$66.6K	0.4%	53
2025 Q3	$1.66M	Sell	25,361 -1,048	-4%	-$67.3K	0.44%	56
2025 Q2	$1.64M	Sell	26,409 -726	-3%	-$42.6K	0.48%	48
2025 Q1	$1.58M	Buy	27,135 +479	+2%	+$29.7K	0.51%	44
2024 Q4	$1.66M	Buy	26,656 +707	+3%	+$45.3K	0.53%	44
2024 Q3	$1.62M	Sell	25,949 -173	-0.7%	-$10.4K	0.52%	43
2024 Q2	$1.53M	Buy	26,122 +526	+2%	+$30.9K	0.53%	42
2024 Q1	$1.55M	Buy	25,596 +66	+0.3%	+$3.74K	0.62%	39
2023 Q4	$1.42M	Sell	25,530 -110	-0.4%	-$5.58K	0.59%	37
2023 Q3	$1.28M	Buy	25,640 +825	+3%	+$43.2K	0.62%	38
2023 Q2	$1.3M	Buy	24,815 +130	+0.5%	+$6.46K	0.62%	39
2023 Q1	$1.24M	Buy	24,685 +495	+2%	+$25.2K	0.65%	38
2022 Q4	$1.17M	Sell	24,190 -665	-3%	-$32.1K	0.68%	36
2022 Q3	$1.09M	Buy	24,855 +535	+2%	+$25.9K	0.62%	39
2022 Q2	$1.1M	Buy	24,320 +410	+2%	+$20.2K	0.59%	43
2022 Q1	$1.28M	Buy	23,910 +300	+1%	+$16K	0.54%	50
2021 Q4	$1.34M	Buy	23,610 +775	+3%	+$43.1K	0.54%	54
2021 Q3	$1.2M	Sell	22,835 -700	-3%	-$37.7K	0.53%	52
2021 Q2	$1.26M	Buy	23,535 +850	+4%	+$45.9K	0.58%	48
2021 Q1	$1.18M	Sell	22,685 -935	-4%	-$46.7K	0.59%	41
2020 Q4	$1.08M	Buy	23,620 +670	+3%	+$28.2K	0.59%	38
2020 Q3	$850K	Buy	22,950 +305	+1%	+$11.4K	0.53%	45
2020 Q2	$805K	Sell	22,645 -535	-2%	-$17.8K	0.62%	48
2020 Q1	$666K	Sell	23,180 -500	-2%	-$18.6K	0.66%	41
2019 Q4	$974K	Buy	23,680 +205	+0.9%	+$8.12K	0.83%	38
2019 Q3	$907K	Buy	23,475 +140	+0.6%	+$5.38K	0.82%	33
2019 Q2	$906K	Sell	23,335 -125	-0.5%	-$4.79K	0.86%	37
2019 Q1	$888K	Sell	23,460 -10	-0%	-$369	0.9%	35
2018 Q4	$784K	Buy	+23,470	New	+$856K	0.88%	34

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

KG&L Capital Management's IJH Position: Q1 2026 in Review

KG&L Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q1 2026, selling an estimated $93.1K and leaving 23,002 shares worth $1.55M. The position accounts for 1.11% of the portfolio, ranked #22.

KG&L Capital Management first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.66M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

KG&L Capital Management held 23,002 shares of iShares Core S&P Mid-Cap ETF worth $1.55M as of Q1 2026.
KG&L Capital Management sold 1,342 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $93.1K.
iShares Core S&P Mid-Cap ETF made up 1.11% of KG&L Capital Management's portfolio in Q1 2026, its #22 holding.
KG&L Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
KG&L Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.66M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.