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

Madison Asset 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 Q1	$20.9M	Buy	309,060 +11,729	+4%	+$814K	0.26%	98
2025 Q4	$19.6M	Buy	297,331 +21,221	+8%	+$1.39M	0.23%	96
2025 Q3	$18M	Sell	276,110 -12,176	-4%	-$782K	0.2%	98
2025 Q2	$17.9M	Sell	288,286 -31,100	-10%	-$1.83M	0.19%	99
2025 Q1	$18.6M	Sell	319,386 -24,545	-7%	-$1.52M	0.21%	99
2024 Q4	$21.4M	Buy	343,931 +2,412	+0.7%	+$155K	0.24%	92
2024 Q3	$21.3M	Sell	341,519 -3,578	-1%	-$216K	0.24%	98
2024 Q2	$20.2M	Sell	345,097 -25,831	-7%	-$1.52M	0.25%	94
2024 Q1	$22.5M	Buy	370,928 +15,893	+4%	+$900K	0.28%	91
2023 Q4	$19.7M	Sell	355,035 -657,400	-65%	-$33.3M	0.27%	101
2023 Q3	$50.5M	Sell	1,012,435 -68,650	-6%	-$3.6M	0.74%	47
2023 Q2	$56.5M	Sell	1,081,085 -41,370	-4%	-$2.06M	0.82%	40
2023 Q1	$56.2M	Sell	1,122,455 -59,035	-5%	-$3.01M	0.85%	39
2022 Q4	$57.2M	Buy	1,181,490 +30,705	+3%	+$1.48M	0.9%	34
2022 Q3	$50.5M	Buy	1,150,785 +51,250	+5%	+$2.48M	0.85%	40
2022 Q2	$49.8M	Buy	1,099,535 +820	+0.1%	+$40.5K	0.78%	42
2022 Q1	$59M	Buy	1,098,715 +4,400	+0.4%	+$234K	0.84%	41
2021 Q4	$62M	Sell	1,094,315 -42,720	-4%	-$2.38M	0.81%	43
2021 Q3	$59.8M	Sell	1,137,035 -53,535	-4%	-$2.88M	0.82%	44
2021 Q2	$64M	Buy	1,190,570 +36,150	+3%	+$1.95M	0.86%	40
2021 Q1	$60.1M	Sell	1,154,420 -36,475	-3%	-$1.82M	0.84%	40
2020 Q4	$54.7M	Sell	1,190,895 -4,655	-0.4%	-$196K	0.8%	44
2020 Q3	$44.3M	Buy	1,195,550 +9,880	+0.8%	+$369K	0.74%	53
2020 Q2	$42.2M	Sell	1,185,670 -102,070	-8%	-$3.39M	0.74%	50
2020 Q1	$37.1M	Sell	1,287,740 -885,970	-41%	-$32.9M	0.76%	46
2019 Q4	$89.5M	Buy	+2,173,710	New	+$86.1M	1.37%	18

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

Madison Asset Management's IJH Position: Q1 2026 in Review

Madison Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q1 2026, buying an estimated $814K and bringing the position to 309,060 shares worth $20.9M. The position accounts for 0.26% of the portfolio, ranked #98.

Madison Asset Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $89.5M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Madison Asset Management held 309,060 shares of iShares Core S&P Mid-Cap ETF worth $20.9M as of Q1 2026.
Madison Asset Management bought 11,729 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $814K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Madison Asset Management's portfolio in Q1 2026, its #98 holding.
Madison Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Madison Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $89.5M in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.