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Madrid Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Madrid Financial Services’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 		$8.39M Buy
108,847
+6,721
+7% +$493K 4.44% 12
2026
Q1 		$6.9M Sell
102,126
-8,521
-8% -$591K 4.07% 14
2025
Q4 		$7.3M Buy
110,647
+888
+0.8% +$58.2K 5.25% 10
2025
Q3 		$7.16M Sell
109,759
-10,313
-9% -$663K 4.48% 11
2025
Q2 		$7.45M Buy
120,072
+7,271
+6% +$427K 5.04% 12
2025
Q1 		$6.58M Buy
112,801
+108,202
+2,353% +$6.72M 4.79% 11
2024
Q4 		$287K Buy
+4,599
New +$295K 0.23% 19

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madrid Financial Services's IJH Position: Q2 2026 in Review

Madrid Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.6% in Q2 2026, buying an estimated $493K and bringing the position to 108,847 shares worth $8.39M. The position accounts for 4.44% of the portfolio, ranked #12.

Madrid Financial Services first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Madrid Financial Services held 108,847 shares of iShares Core S&P Mid-Cap ETF worth $8.39M as of Q2 2026.
  • Madrid Financial Services bought 6,721 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $493K.
  • iShares Core S&P Mid-Cap ETF made up 4.44% of Madrid Financial Services's portfolio in Q2 2026, its #12 holding.
  • Madrid Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Madrid Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.