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Mason & Associates (California)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mason & Associates (California)’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 		$525K Sell
6,805
-135
-2% -$9.91K 0.08% 117
2026
Q1 		$455K Sell
6,940
-48
-0.7% -$3.33K 0.09% 115
2025
Q4 		$461K Hold
6,988
– – 0.09% 110
2025
Q3 		$456K Hold
6,988
– – 0.09% 85
2025
Q2 		$433K Hold
6,988
– – 0.1% 82
2025
Q1 		$408K Sell
6,988
-175
-2% -$10.9K 0.1% 76
2024
Q4 		$446K Buy
7,163
+175
+3% +$11.2K 0.11% 76
2024
Q3 		$435K Hold
6,988
– – 0.11% 77
2024
Q2 		$409K Sell
6,988
-680
-9% -$39.9K 0.11% 75
2024
Q1 		$466K Sell
7,668
-2
-0% -$113 0.12% 64
2023
Q4 		$425K Buy
7,670
+15
+0.2% +$761 0.12% 56
2023
Q3 		$382K Sell
7,655
-925
-11% -$48.5K 0.12% 60
2023
Q2 		$449K Hold
8,580
– – 0.13% 54
2023
Q1 		$429K Buy
8,580
+5
+0.1% +$255 0.13% 55
2022
Q4 		$415K Sell
8,575
-35
-0.4% -$1.69K 0.13% 54
2022
Q3 		$378K Buy
8,610
+505
+6% +$24.4K 0.13% 55
2022
Q2 		$367K Sell
8,105
-30
-0.4% -$1.48K 0.13% 62
2022
Q1 		$437K Sell
8,135
-405
-5% -$21.6K 0.13% 70
2021
Q4 		$483K Buy
+8,540
New +$475K 0.15% 54

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

Mason & Associates (California)'s IJH Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, selling an estimated $9.91K and leaving 6,805 shares worth $525K. The position accounts for 0.08% of the portfolio, ranked #117.

Mason & Associates (California) first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Mason & Associates (California) held 6,805 shares of iShares Core S&P Mid-Cap ETF worth $525K as of Q2 2026.
  • Mason & Associates (California) sold 135 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.91K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Mason & Associates (California)'s portfolio in Q2 2026, its #117 holding.
  • Mason & Associates (California) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.