MidAtlantic Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MidAtlantic Capital Management’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	$4.28M	Sell	63,351 -362	-0.6%	-$25.1K	2.95%	9
2025 Q4	$4.21M	Sell	63,713 -182	-0.3%	-$11.9K	2.69%	9
2025 Q3	$4.17M	Hold	63,895	–	–	2.85%	10
2025 Q2	$3.96M	Buy	63,895 +413	+0.7%	+$24.2K	2.81%	11
2025 Q1	$3.7M	Buy	63,482 +1,105	+2%	+$68.6K	2.91%	10
2024 Q4	$3.89M	Buy	62,377 +991	+2%	+$63.6K	2.85%	10
2024 Q3	$3.83M	Buy	61,386 +3,037	+5%	+$183K	2.79%	10
2024 Q2	$3.41M	Buy	58,349 +161	+0.3%	+$9.46K	2.86%	11
2024 Q1	$3.53M	Buy	58,188 +308	+0.5%	+$17.4K	3.1%	10
2023 Q4	$3.21M	Buy	+57,880	New	+$2.94M	3.12%	10

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MidAtlantic Capital Management's IJH Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.57% in Q1 2026, selling an estimated $25.1K and leaving 63,351 shares worth $4.28M. The position accounts for 2.95% of the portfolio, ranked #9.

MidAtlantic Capital Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

MidAtlantic Capital Management held 63,351 shares of iShares Core S&P Mid-Cap ETF worth $4.28M as of Q1 2026.
MidAtlantic Capital Management sold 362 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $25.1K.
iShares Core S&P Mid-Cap ETF made up 2.95% of MidAtlantic Capital Management's portfolio in Q1 2026, its #9 holding.
MidAtlantic Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.