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

Logan 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	$1.93K	Buy	+25	New	+$1.83K	﹤0.01%	392
2025 Q4	–	Sell	-25	Closed	-$1.63K	–	371
2025 Q3	$1.63K	Hold	25	–	–	﹤0.01%	404
2025 Q2	$1.55K	Sell	25 -140	-85%	-$8.22K	﹤0.01%	403
2025 Q1	$9.63K	Buy	165 +140	+560%	+$8.69K	﹤0.01%	405
2024 Q4	$1.56K	Buy	+25	New	+$1.6K	﹤0.01%	462
2023 Q1	–	Sell	-330	Closed	-$16K	–	509
2022 Q4	$16K	Hold	330	–	–	﹤0.01%	414
2022 Q3	$15K	Hold	330	–	–	﹤0.01%	405
2022 Q2	$15K	Hold	330	–	–	﹤0.01%	414
2022 Q1	$18K	Hold	330	–	–	﹤0.01%	415
2021 Q4	$19K	Hold	330	–	–	﹤0.01%	426
2021 Q3	$17K	Hold	330	–	–	﹤0.01%	433
2021 Q2	$18K	Buy	+330	New	+$17.8K	﹤0.01%	424
2013 Q3	–	Sell	-100,000	Closed	-$1.88M	–	269
2013 Q2	$1.88M	Buy	+100,000	New	+$2.32M	0.15%	105

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

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

Logan Capital Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 25 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IJH as recently as Q3 2025.

Logan Capital Management first reported a position in IJH in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.88M in Q2 2013. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Logan Capital Management held 25 shares of iShares Core S&P Mid-Cap ETF worth $1.93K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Logan Capital Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #392 holding.
Logan Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
Logan Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.88M in Q2 2013.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.