Lebenthal Global Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lebenthal Global Advisors’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	$9.86M	Buy	146,013 +4,818	+3%	+$334K	1.43%	19
2025 Q4	$9.32M	Buy	141,195 +5,823	+4%	+$381K	1.44%	18
2025 Q3	$8.83M	Buy	135,372 +2,423	+2%	+$156K	1.54%	18
2025 Q2	$8.25M	Buy	132,949 +1,919	+1%	+$113K	1.54%	17
2025 Q1	$7.65M	Buy	131,030 +3,186	+2%	+$198K	1.43%	17
2024 Q4	$7.97M	Buy	127,844 +32,724	+34%	+$2.1M	1.45%	17
2024 Q3	$5.93M	Buy	95,120 +48,491	+104%	+$2.92M	1.2%	16
2024 Q2	$2.73M	Sell	46,629 -1,189	-2%	-$69.9K	0.6%	23
2024 Q1	$2.9M	Sell	47,818 -722	-1%	-$40.9K	0.65%	20
2023 Q4	$2.69M	Buy	+48,540	New	+$2.46M	0.63%	24
2021 Q1	–	Sell	-180	Closed	-$8K	–	329
2020 Q4	$8K	Buy	+180	New	+$7.58K	0.01%	457

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

Lebenthal Global Advisors's IJH Position: Q1 2026 in Review

Lebenthal Global Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, buying an estimated $334K and bringing the position to 146,013 shares worth $9.86M. The position accounts for 1.43% of the portfolio, ranked #19.

Lebenthal Global Advisors first reported a position in IJH in Q4 2020 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Lebenthal Global Advisors held 146,013 shares of iShares Core S&P Mid-Cap ETF worth $9.86M as of Q1 2026.
Lebenthal Global Advisors bought 4,818 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $334K.
iShares Core S&P Mid-Cap ETF made up 1.43% of Lebenthal Global Advisors's portfolio in Q1 2026, its #19 holding.
Lebenthal Global Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 11 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.