Kovitz Investment Group Partners
IJH icon

Kovitz Investment Group Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kovitz Investment Group 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 		$17.7M Buy
262,788
+50,962
+24% +$3.54M 0.41% 62
2025
Q4 		$14M Sell
211,826
-387,670
-65% -$25.4M 0.31% 74
2025
Q3 		$39.1M Buy
599,496
+57,954
+11% +$3.72M 0.15% 126
2025
Q2 		$33.6M Sell
541,542
-137,909
-20% -$8.1M 0.14% 132
2025
Q1 		$39.6M Buy
679,451
+21,132
+3% +$1.31M 0.2% 102
2024
Q4 		$41M Buy
658,319
+54,717
+9% +$3.51M 0.2% 102
2024
Q3 		$33.8M Buy
603,602
+155,730
+35% +$9.39M 0.24% 81
2024
Q2 		$26.2M Buy
447,872
+261,117
+140% +$15.3M 0.22% 78
2024
Q1 		$11.3M Buy
+186,755
New +$10.6M 0.14% 97
2023
Q2 		– Sell
-18,520
Closed -$927K – 425
2023
Q1 		$927K Buy
18,520
+485
+3% +$24.7K 0.02% 300
2022
Q4 		$872K Sell
18,035
-300
-2% -$14.5K 0.02% 294
2022
Q3 		$804K Sell
18,335
-1,515
-8% -$73.2K 0.02% 293
2022
Q2 		$898K Sell
19,850
-135
-0.7% -$6.66K 0.02% 299
2022
Q1 		$1.07M Buy
19,985
+1,760
+10% +$93.7K 0.02% 287
2021
Q4 		$838K Sell
18,225
-115
-0.6% -$6.4K 0.02% 301
2021
Q3 		$965K Hold
18,340
– – 0.02% 303
2021
Q2 		$986K Sell
18,340
-40
-0.2% -$2.16K 0.02% 303
2021
Q1 		$957K Buy
18,380
+155
+0.9% +$7.74K 0.02% 285
2020
Q4 		$838K Buy
18,225
+190
+1% +$8.01K 0.02% 295
2020
Q3 		$668K Hold
18,035
– – 0.02% 300
2020
Q2 		$641K Hold
18,035
– – 0.02% 292
2020
Q1 		$519K Buy
+18,035
New +$671K 0.02% 294
2018
Q1 		– Sell
-6,475
Closed -$246 – 147
2017
Q4 		$246 Sell
6,475
-1,995
-24% -$73.8K 0.01% 149
2017
Q3 		$303K Sell
8,470
-380
-4% -$13.2K 0.02% 137
2017
Q2 		$308K Sell
8,850
-65
-0.7% -$2.24K 0.02% 134
2017
Q1 		$305K Buy
+8,915
New +$303K 0.02% 113

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

Kovitz Investment Group Partners's IJH Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q1 2026, buying an estimated $3.54M and bringing the position to 262,788 shares worth $17.7M. The position accounts for 0.41% of the portfolio, ranked #62.

Kovitz Investment Group Partners first reported a position in IJH in Q1 2017 and has held it in 26 quarters since. The position peaked at $41M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Kovitz Investment Group Partners held 262,788 shares of iShares Core S&P Mid-Cap ETF worth $17.7M as of Q1 2026.
  • Kovitz Investment Group Partners bought 50,962 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.54M.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #62 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's iShares Core S&P Mid-Cap ETF position peaked at $41M 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 Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.