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 Q2	$7.86M	Sell	101,905 -44,108	-30%	-$3.24M	1.06%	23
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lebenthal Global Advisors's IJH Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q2 2026, selling an estimated $3.24M and leaving 101,905 shares worth $7.86M. The position accounts for 1.06% of the portfolio, ranked #23.

Lebenthal Global Advisors first reported a position in IJH in Q4 2020 and has held it in 12 quarters since. The position peaked at $9.86M in Q1 2026. 2,736 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lebenthal Global Advisors held 101,905 shares of iShares Core S&P Mid-Cap ETF worth $7.86M as of Q2 2026.
Lebenthal Global Advisors sold 44,108 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.24M.
iShares Core S&P Mid-Cap ETF made up 1.06% of Lebenthal Global Advisors's portfolio in Q2 2026, its #23 holding.
Lebenthal Global Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 12 quarters since.
Lebenthal Global Advisors's iShares Core S&P Mid-Cap ETF position peaked at $9.86M in Q1 2026.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.