Klingenstein Fields & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Klingenstein Fields & Co’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	$464K	Hold	6,868	–	–	0.02%	130
2025 Q4	$453K	Buy	+6,868	New	+$450K	0.02%	128
2018 Q4	–	Sell	-7,000	Closed	-$282K	–	202
2018 Q3	$282K	Hold	7,000	–	–	0.01%	182
2018 Q2	$273K	Buy	7,000 +500	+8%	+$19.3K	0.01%	183
2018 Q1	$244K	Buy	6,500 +20	+0.3%	+$765	0.01%	192
2017 Q4	$246K	Buy	+6,480	New	+$240K	0.01%	203
2017 Q3	–	Sell	-6,055	Closed	-$211K	–	222
2017 Q2	$211K	Sell	6,055 -590	-9%	-$20.4K	0.01%	214
2017 Q1	$228K	Buy	6,645 +540	+9%	+$18.4K	0.01%	203
2016 Q4	$202K	Buy	+6,105	New	+$194K	0.01%	222
2015 Q4	–	Sell	-7,860	Closed	-$215K	–	226
2015 Q3	$215K	Buy	7,860 +10	+0.1%	+$291	0.01%	211
2015 Q2	$235K	Buy	7,850 +500	+7%	+$15.3K	0.01%	226
2015 Q1	$223K	Buy	+7,350	New	+$217K	0.01%	228

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

Klingenstein Fields & Co's IJH Position: Q1 2026 in Review

Klingenstein Fields & Co held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 6,868 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #130.

Klingenstein Fields & Co first reported a position in IJH in Q1 2015 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Klingenstein Fields & Co held 6,868 shares of iShares Core S&P Mid-Cap ETF worth $464K as of Q1 2026.
Klingenstein Fields & Co left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Klingenstein Fields & Co's portfolio in Q1 2026, its #130 holding.
Klingenstein Fields & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 12 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.