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Kimelman & Baird’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kimelman & Baird’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 		$173K Hold
2,250
– – 0.01% 119
2026
Q1 		$152K Hold
2,250
– – 0.01% 123
2025
Q4 		$149K Hold
2,250
– – 0.01% 128
2025
Q3 		$147K Hold
2,250
– – 0.01% 126
2025
Q2 		$140K Hold
2,250
– – 0.01% 128
2025
Q1 		$131K Buy
+2,250
New +$140K 0.01% 131

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kimelman & Baird's IJH Position: Q2 2026 in Review

Kimelman & Baird held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,250 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #119.

Kimelman & Baird first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Kimelman & Baird held 2,250 shares of iShares Core S&P Mid-Cap ETF worth $173K as of Q2 2026.
  • Kimelman & Baird left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #119 holding.
  • Kimelman & Baird first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.