Matthew Hamilton Rosenberg’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$242K	Sell	3,370 -15	-0.4%	-$1.13K	0.04%	192
2026 Q2	$261K	Hold	3,385	–	–	0.05%	184
2026 Q1	$229K	Hold	3,385	–	–	0.05%	191
2025 Q4	$223K	Buy	3,385 +15	+0.4%	+$983	0.05%	191
2025 Q3	$220K	Sell	3,370 -1,391	-29%	-$89.4K	0.05%	193
2025 Q2	$295K	Buy	4,761 +1,751	+58%	+$103K	0.07%	146
2025 Q1	$176K	Buy	3,010 +10	+0.3%	+$621	0.04%	204
2024 Q4	$187K	Hold	3,000	–	–	0.05%	194
2024 Q3	$187K	Sell	3,000 -200	-6%	-$12.1K	0.05%	204
2024 Q2	$186K	Hold	3,200	–	–	0.05%	186
2024 Q1	$193K	Hold	3,200	–	–	0.06%	194
2023 Q4	$177K	Hold	3,200	–	–	0.05%	199
2023 Q3	$160K	Hold	3,200	–	–	0.05%	208
2023 Q2	$167K	Hold	3,200	–	–	0.06%	207
2023 Q1	$160K	Hold	3,200	–	–	0.05%	219
2022 Q4	$155K	Hold	3,200	–	–	0.05%	226
2022 Q3	$140K	Hold	3,200	–	–	0.05%	214
2022 Q2	$147K	Hold	3,200	–	–	0.06%	220
2022 Q1	$171K	Buy	3,200 +200	+7%	+$10.6K	0.06%	213
2021 Q4	$170K	Hold	3,000	–	–	0.06%	213
2021 Q3	$158K	Hold	3,000	–	–	0.06%	208
2021 Q2	$161K	Hold	3,000	–	–	0.08%	175
2021 Q1	$156K	Hold	3,000	–	–	0.09%	161
2020 Q4	$138K	Hold	3,000	–	–	0.09%	167
2020 Q3	$111K	Hold	3,000	–	–	0.08%	184
2020 Q2	$107K	Hold	3,000	–	–	0.09%	173
2020 Q1	$87K	Buy	+3,000	New	+$112K	0.09%	151

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Matthew Hamilton Rosenberg's IJH Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.44% in Q3 2026, selling an estimated $1.13K and leaving 3,370 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #192.

Matthew Hamilton Rosenberg first reported a position in IJH in Q1 2020 and has held it in 27 quarters since. The position peaked at $295K in Q2 2025. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Matthew Hamilton Rosenberg held 3,370 shares of iShares Core S&P Mid-Cap ETF worth $242K as of Q3 2026.
Matthew Hamilton Rosenberg sold 15 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.13K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #192 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's iShares Core S&P Mid-Cap ETF position peaked at $295K in Q2 2025.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.