KA
IJH icon

Kooman & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kooman & Associates’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 		$1M Buy
14,853
+27
+0.2% +$1.87K 0.3% 20
2025
Q4 		$979K Sell
14,826
-610
-4% -$40K 0.29% 21
2025
Q3 		$1.01M Buy
15,436
+483
+3% +$31K 0.31% 21
2025
Q2 		$927K Buy
14,953
+288
+2% +$16.9K 0.31% 20
2025
Q1 		$856K Buy
14,665
+164
+1% +$10.2K 0.31% 20
2024
Q4 		$904K Sell
14,501
-12
-0.1% -$770 0.33% 21
2024
Q3 		$904K Buy
14,513
+845
+6% +$51K 0.33% 20
2024
Q2 		$800K Buy
13,668
+256
+2% +$15K 0.32% 20
2024
Q1 		$815K Sell
13,412
-103
-0.8% -$5.83K 0.34% 20
2023
Q4 		$749K Buy
13,515
+860
+7% +$43.6K 0.34% 20
2023
Q3 		$631K Buy
12,655
+905
+8% +$47.4K 0.32% 20
2023
Q2 		$614K Buy
11,750
+400
+4% +$19.9K 0.3% 20
2023
Q1 		$568K Buy
11,350
+30
+0.3% +$1.53K 0.31% 20
2022
Q4 		$548K Buy
+11,320
New +$547K 0.54% 22

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kooman & Associates's IJH Position: Q1 2026 in Review

Kooman & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q1 2026, buying an estimated $1.87K and bringing the position to 14,853 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #20.

Kooman & Associates first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Kooman & Associates held 14,853 shares of iShares Core S&P Mid-Cap ETF worth $1M as of Q1 2026.
  • Kooman & Associates bought 27 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.87K.
  • iShares Core S&P Mid-Cap ETF made up 0.3% of Kooman & Associates's portfolio in Q1 2026, its #20 holding.
  • Kooman & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Kooman & Associates's iShares Core S&P Mid-Cap ETF position peaked at $1.01M 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 Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.