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

Massachusetts 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	$2.98M	Sell	38,694 -99,758	-72%	-$7.32M	﹤0.01%	812
2026 Q1	$9.35M	Buy	138,452 +70,408	+103%	+$4.88M	﹤0.01%	729
2025 Q4	$4.49M	Buy	68,044 +44,004	+183%	+$2.88M	﹤0.01%	747
2025 Q3	$1.57M	Buy	24,040 +12,284	+104%	+$789K	﹤0.01%	778
2025 Q2	$729K	Sell	11,756 -1,281	-10%	-$75.2K	﹤0.01%	836
2025 Q1	$761K	Buy	+13,037	New	+$810K	﹤0.01%	821

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

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

Massachusetts Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 72% in Q2 2026, selling an estimated $7.32M and leaving 38,694 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Massachusetts Financial Services first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.35M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Massachusetts Financial Services held 38,694 shares of iShares Core S&P Mid-Cap ETF worth $2.98M as of Q2 2026.
Massachusetts Financial Services sold 99,758 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.32M.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #812 holding.
Massachusetts Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Massachusetts Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $9.35M in Q1 2026.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.