Matrix Private Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Matrix Private Capital Group’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	$14.6M	Buy	189,764 +5,558	+3%	+$408K	6.36%	4
2026 Q1	$12.4M	Buy	184,206 +12,164	+7%	+$844K	6%	4
2025 Q4	$11.4M	Buy	172,042 +7,576	+5%	+$496K	5.76%	4
2025 Q3	$10.7M	Buy	164,466 +8,900	+6%	+$572K	5.69%	4
2025 Q2	$9.65M	Sell	155,566 -15,971	-9%	-$938K	5.67%	5
2025 Q1	$10M	Sell	171,537 -734	-0.4%	-$45.6K	5.99%	4
2024 Q4	$10.7M	Buy	172,271 +4,743	+3%	+$304K	6.12%	3
2024 Q3	$10.4M	Buy	167,528 +4,260	+3%	+$257K	6.02%	4
2024 Q2	$9.55M	Buy	163,268 +14,211	+10%	+$835K	6%	4
2024 Q1	$9.05M	Buy	149,057 +14,417	+11%	+$816K	6.13%	4
2023 Q4	$7.46M	Buy	134,640 +330	+0.2%	+$16.7K	5.63%	4
2023 Q3	$6.73M	Buy	134,310 +12,320	+10%	+$646K	5.02%	6
2023 Q2	$6.38M	Sell	121,990 -1,015	-0.8%	-$50.4K	4.67%	5
2023 Q1	$6.15M	Sell	123,005 -6,905	-5%	-$352K	4.26%	5
2022 Q4	$6.28M	Sell	129,910 -2,815	-2%	-$136K	4.1%	5
2022 Q3	$5.82M	Sell	132,725 -9,035	-6%	-$437K	3.94%	7
2022 Q2	$6.41M	Sell	141,760 -6,445	-4%	-$318K	3.66%	5
2022 Q1	$7.95M	Sell	148,205 -2,350	-2%	-$125K	3.88%	5
2021 Q4	$8.52M	Buy	150,555 +10,325	+7%	+$575K	4.03%	5
2021 Q3	$7.38M	Buy	140,230 +16,015	+13%	+$862K	3.88%	6
2021 Q2	$6.68M	Buy	124,215 +6,550	+6%	+$354K	3.65%	6
2021 Q1	$6.13M	Buy	117,665 +24,045	+26%	+$1.2M	3.69%	6
2020 Q4	$4.3M	Buy	93,620 +18,665	+25%	+$786K	3.09%	7
2020 Q3	$2.78M	Buy	74,955 +3,650	+5%	+$136K	2.83%	7
2020 Q2	$2.54M	Buy	71,305 +7,920	+12%	+$263K	2.8%	7
2020 Q1	$1.82M	Buy	63,385 +29,320	+86%	+$1.09M	2.59%	7
2019 Q4	$1.4M	Buy	+34,065	New	+$1.35M	1.47%	19

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

Matrix Private Capital Group's IJH Position: Q2 2026 in Review

Matrix Private Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, buying an estimated $408K and bringing the position to 189,764 shares worth $14.6M. The position accounts for 6.36% of the portfolio, ranked #4.

Matrix Private Capital Group first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Matrix Private Capital Group held 189,764 shares of iShares Core S&P Mid-Cap ETF worth $14.6M as of Q2 2026.
Matrix Private Capital Group bought 5,558 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $408K.
iShares Core S&P Mid-Cap ETF made up 6.36% of Matrix Private Capital Group's portfolio in Q2 2026, its #4 holding.
Matrix Private Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.