Mattson Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mattson 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 Q2	$408K	Buy	5,368 +2	+0%	+$147	0.09%	158
2026 Q1	$362K	Buy	5,366 +684	+15%	+$47.4K	0.09%	153
2025 Q4	$309K	Buy	4,682 +44	+0.9%	+$2.88K	0.07%	170
2025 Q3	$303K	Buy	+4,638	New	+$298K	0.07%	159
2025 Q2	–	Sell	-437	Closed	-$25.5K	–	244
2025 Q1	$25.5K	Sell	437 -39	-8%	-$2.42K	0.01%	215
2024 Q4	$29.7K	Buy	476 +71	+18%	+$4.55K	0.01%	207
2024 Q3	$23.7K	Hold	405	–	–	0.01%	187
2024 Q2	$23.7K	Buy	+405	New	+$23.8K	0.01%	187

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

Mattson Financial Services's IJH Position: Q2 2026 in Review

Mattson Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q2 2026, buying an estimated $147 and bringing the position to 5,368 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #158.

Mattson Financial Services first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mattson Financial Services held 5,368 shares of iShares Core S&P Mid-Cap ETF worth $408K as of Q2 2026.
Mattson Financial Services bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.09% of Mattson Financial Services's portfolio in Q2 2026, its #158 holding.
Mattson Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.