MPWT
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MassMutual Private Wealth & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MassMutual Private Wealth & Trust’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 		$50.8M Sell
659,401
-49,499
-7% -$3.63M 1.31% 15
2026
Q1 		$47.9M Sell
708,900
-24,430
-3% -$1.69M 1.3% 15
2025
Q4 		$48.4M Sell
733,330
-19,048
-3% -$1.25M 1.25% 15
2025
Q3 		$49.1M Sell
752,378
-40,364
-5% -$2.59M 1.25% 16
2025
Q2 		$49.2M Sell
792,742
-34,814
-4% -$2.04M 1.31% 14
2025
Q1 		$48.3M Sell
827,556
-26,450
-3% -$1.64M 1.4% 15
2024
Q4 		$53.2M Sell
854,006
-66,988
-7% -$4.3M 1.49% 11
2024
Q3 		$57.4M Sell
920,994
-65,030
-7% -$3.92M 1.63% 10
2024
Q2 		$57.7M Sell
986,024
-87,816
-8% -$5.16M 1.75% 10
2024
Q1 		$65.2M Sell
1,073,840
-110,725
-9% -$6.27M 2.03% 6
2023
Q4 		$65.7M Sell
1,184,565
-73,490
-6% -$3.73M 2.2% 6
2023
Q3 		$62.7M Sell
1,258,055
-56,510
-4% -$2.96M 2.32% 4
2023
Q2 		$68.7M Sell
1,314,565
-51,305
-4% -$2.55M 2.47% 4
2023
Q1 		$68.3M Sell
1,365,870
-36,210
-3% -$1.84M 2.61% 4
2022
Q4 		$67.8M Sell
1,402,080
-21,955
-2% -$1.06M 2.79% 4
2022
Q3 		$62.4M Sell
1,424,035
-71,315
-5% -$3.45M 2.83% 4
2022
Q2 		$67.7M Sell
1,495,350
-82,405
-5% -$4.07M 2.93% 4
2022
Q1 		$84.7M Sell
1,577,755
-20,380
-1% -$1.09M 3.2% 3
2021
Q4 		$90.5M Sell
1,598,135
-9,605
-0.6% -$535K 3.36% 3
2021
Q3 		$84.6M Sell
1,607,740
-535
-0% -$28.8K 3.5% 3
2021
Q2 		$86.4M Sell
1,608,275
-38,190
-2% -$2.06M 3.67% 3
2021
Q1 		$85.7M Sell
1,646,465
-60,885
-4% -$3.04M 4.03% 1
2020
Q4 		$78.5M Sell
1,707,350
-81,775
-5% -$3.45M 4.02% 2
2020
Q3 		$66.3M Sell
1,789,125
-116,860
-6% -$4.37M 3.88% 3
2020
Q2 		$67.8M Sell
1,905,985
-20,085
-1% -$667K 4.37% 2
2020
Q1 		$55.4M Sell
1,926,070
-30,160
-2% -$1.12M 4.42% 2
2019
Q4 		$80.5M Buy
1,956,230
+7,050
+0.4% +$279K 4.97% 2
2019
Q3 		$75.3M Sell
1,949,180
-45,460
-2% -$1.75M 5.04% 2
2019
Q2 		$77.5M Buy
1,994,640
+39,970
+2% +$1.53M 5.36% 2
2019
Q1 		$74M Buy
1,954,670
+83,680
+4% +$3.09M 5.34% 2
2018
Q4 		$62.1M Buy
1,870,990
+11,845
+0.6% +$432K 5.32% 2
2018
Q3 		$74.8M Sell
1,859,145
-22,680
-1% -$912K 5.55% 2
2018
Q2 		$73.3M Buy
1,881,825
+18,640
+1% +$720K 5.85% 2
2018
Q1 		$69.9M Buy
1,863,185
+1,180
+0.1% +$45.1K 5.78% 2
2017
Q4 		$70.7M Buy
1,862,005
+36,325
+2% +$1.34M 5.85% 1
2017
Q3 		$65.3M Buy
1,825,680
+32,820
+2% +$1.14M 5.41% 1
2017
Q2 		$62.4M Buy
1,792,860
+40,060
+2% +$1.38M 5.55% 1
2017
Q1 		$60M Buy
1,752,800
+116,520
+7% +$3.97M 5.64% 1
2016
Q4 		$54.1M Buy
+1,636,280
New +$51.9M 6.62% 1
2016
Q2 		$41.9M Sell
1,401,210
-53,695
-4% -$1.57M 5.29% 1
2016
Q1 		$42M Buy
1,454,905
+1,320
+0.1% +$35.3K 5.66% 1
2015
Q4 		$40.5M Buy
1,453,585
+1,003,995
+223% +$28.7M 5.79% 1
2015
Q3 		$12.3M Buy
449,590
+123,275
+38% +$3.58M 2.59% 4
2015
Q2 		$9.34M Sell
326,315
-926,170
-74% -$28.2M 2.09% 5
2015
Q1 		$38.1M Buy
1,252,485
+643,830
+106% +$19M 6.27% 1
2014
Q4 		$17.6M Buy
608,655
+159,065
+35% +$4.47M 5.7% 2
2014
Q3 		$12.3M Buy
449,590
+123,275
+38% +$3.47M 2.44% 6
2014
Q2 		$9.34M Buy
326,315
+117,520
+56% +$3.23M 3.69% 5
2014
Q1 		$5.74M Buy
208,795
+23,610
+13% +$635K 3.36% 4
2013
Q4 		$4.96M Buy
+185,185
New +$4.78M 4.56% 4

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's IJH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q2 2026, selling an estimated $3.63M and leaving 659,401 shares worth $50.8M. The position accounts for 1.31% of the portfolio, ranked #15.

MassMutual Private Wealth & Trust first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. The position peaked at $90.5M in Q4 2021. 767 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • MassMutual Private Wealth & Trust held 659,401 shares of iShares Core S&P Mid-Cap ETF worth $50.8M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 49,499 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.63M.
  • iShares Core S&P Mid-Cap ETF made up 1.31% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #15 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Core S&P Mid-Cap ETF position peaked at $90.5M in Q4 2021.
  • 767 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.