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

Luminist Capital’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	$386	Buy	+5	New	+$367	﹤0.01%	381
2026 Q1	–	Sell	-5	Closed	-$330	–	184
2025 Q4	$330	Hold	5	–	–	﹤0.01%	263
2025 Q3	$327	Hold	5	–	–	﹤0.01%	320
2025 Q2	$314	Hold	5	–	–	﹤0.01%	323
2025 Q1	$293	Hold	5	–	–	﹤0.01%	238
2024 Q4	$312	Buy	+5	New	+$321	﹤0.01%	226

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

Luminist Capital's IJH Position: Q2 2026 in Review

Luminist Capital opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 5 shares worth $386. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Luminist Capital previously reported a position in IJH as recently as Q4 2025.

Luminist Capital first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Luminist Capital held 5 shares of iShares Core S&P Mid-Cap ETF worth $386 as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Luminist Capital position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #381 holding.
Luminist Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.