Liberty Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Liberty Capital Management’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	$577K	Buy	+7,479	New	+$549K	0.1%	114
2025 Q4	$517K	Buy	+7,833	New	+$513K	0.1%	116
2020 Q1	–	Sell	-4,880	Closed	-$201K	–	114
2019 Q4	$201K	Buy	+4,880	New	+$193K	0.08%	122
2018 Q1	–	Sell	-380	Closed	-$15K	–	160
2017 Q4	$15K	Hold	380	–	–	0.01%	229
2017 Q3	$14K	Hold	380	–	–	0.01%	242
2017 Q2	$13K	Hold	380	–	–	0.01%	227
2017 Q1	$13K	Hold	380	–	–	0.01%	213
2016 Q4	$13K	Sell	380 -625	-62%	-$19.8K	0.01%	207
2016 Q3	$31K	Buy	+1,005	New	+$31.1K	0.02%	174

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

Liberty Capital Management's IJH Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 7,479 shares worth $577K. The stake represents 0.1% of the portfolio and ranks #114 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in IJH as recently as Q4 2025.

Liberty Capital Management first reported a position in IJH in Q3 2016 and has held it in 9 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Liberty Capital Management held 7,479 shares of iShares Core S&P Mid-Cap ETF worth $577K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Liberty Capital Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Liberty Capital Management's portfolio in Q2 2026, its #114 holding.
Liberty Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 9 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.