LKBC
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L.K. Benson & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

L.K. Benson & Company’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 		$244K Hold
3,169
– – 0.07% 108
2026
Q1 		$214K Buy
3,169
+7
+0.2% +$486 0.07% 111
2025
Q4 		$209K Sell
3,162
-1,348
-30% -$88.3K 0.1% 109
2025
Q3 		$294K Buy
+4,510
New +$290K 0.16% 90

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

L.K. Benson & Company's IJH Position: Q2 2026 in Review

L.K. Benson & Company held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,169 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #108.

L.K. Benson & Company first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • L.K. Benson & Company held 3,169 shares of iShares Core S&P Mid-Cap ETF worth $244K as of Q2 2026.
  • L.K. Benson & Company left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of L.K. Benson & Company's portfolio in Q2 2026, its #108 holding.
  • L.K. Benson & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • L.K. Benson & Company's iShares Core S&P Mid-Cap ETF position peaked at $294K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.