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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
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
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

Matrix Private Capital Group's IJH Position: Q1 2026 in Review

Matrix Private Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q1 2026, buying an estimated $844K and bringing the position to 184,206 shares worth $12.4M. The position accounts for 6% of the portfolio, ranked #4.

Matrix Private Capital Group first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Matrix Private Capital Group held 184,206 shares of iShares Core S&P Mid-Cap ETF worth $12.4M as of Q1 2026.
  • Matrix Private Capital Group bought 12,164 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $844K.
  • iShares Core S&P Mid-Cap ETF made up 6% of Matrix Private Capital Group's portfolio in Q1 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 26 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.