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 Q2	$4.8M	Sell	62,312 -1,039	-2%	-$76.2K	2.99%	9
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 $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

MidAtlantic Capital Management's IJH Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $76.2K and leaving 62,312 shares worth $4.8M. The position accounts for 2.99% of the portfolio, ranked #9.

MidAtlantic Capital Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MidAtlantic Capital Management held 62,312 shares of iShares Core S&P Mid-Cap ETF worth $4.8M as of Q2 2026.
MidAtlantic Capital Management sold 1,039 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $76.2K.
iShares Core S&P Mid-Cap ETF made up 2.99% of MidAtlantic Capital Management's portfolio in Q2 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 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.