McDonald Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McDonald Partners’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	$15.4K	Buy	+200	New	+$14.7K	﹤0.01%	432
2022 Q3	–	Sell	-71,570	Closed	-$3.24M	–	249
2022 Q2	$3.24M	Sell	71,570 -200	-0.3%	-$9.87K	0.83%	29
2022 Q1	$3.85M	Buy	+71,770	New	+$3.82M	0.84%	29
2021 Q4	–	Sell	-67,045	Closed	-$3.53M	–	628
2021 Q3	$3.53M	Buy	67,045 +1,345	+2%	+$72.4K	0.83%	31
2021 Q2	$3.53M	Buy	65,700 +2,820	+4%	+$152K	0.83%	33
2021 Q1	$3.27M	Buy	62,880 +910	+1%	+$45.4K	0.84%	31
2020 Q4	$2.85M	Buy	+61,970	New	+$2.61M	0.8%	32

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

McDonald Partners's IJH Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 200 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IJH as recently as Q2 2022.

McDonald Partners first reported a position in IJH in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.85M in Q1 2022. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

McDonald Partners held 200 shares of iShares Core S&P Mid-Cap ETF worth $15.4K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new McDonald Partners position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #432 holding.
McDonald Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's iShares Core S&P Mid-Cap ETF position peaked at $3.85M in Q1 2022.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.