Massachusetts Financial Services
IJH icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services's IJH Position: Q1 2026 in Review

Massachusetts Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 103% in Q1 2026, buying an estimated $4.88M and bringing the position to 138,452 shares worth $9.35M. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Massachusetts Financial Services first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Massachusetts Financial Services held 138,452 shares of iShares Core S&P Mid-Cap ETF worth $9.35M as of Q1 2026.
  • Massachusetts Financial Services bought 70,408 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.88M.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #729 holding.
  • Massachusetts Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.