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

MMA Asset 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	$1.3M	Buy	19,241 +402	+2%	+$27.9K	0.46%	48
2025 Q4	$1.24M	Sell	18,839 -1,615	-8%	-$106K	0.44%	47
2025 Q3	$1.33M	Buy	20,454 +1,030	+5%	+$66.2K	0.45%	49
2025 Q2	$1.2M	Buy	19,424 +691	+4%	+$40.6K	0.46%	51
2025 Q1	$1.09M	Sell	18,733 -65	-0.3%	-$4.04K	0.46%	39
2024 Q4	$1.17M	Sell	18,798 -2,605	-12%	-$167K	0.51%	39
2024 Q3	$2.02M	Buy	21,403 +2,356	+12%	+$142K	0.54%	35
2024 Q2	$1.11M	Buy	19,047 +406	+2%	+$23.9K	0.52%	40
2024 Q1	$1.11M	Sell	18,641 -1,039	-5%	-$58.8K	0.52%	41
2023 Q4	$1.09M	Sell	19,680 -385	-2%	-$19.5K	0.58%	37
2023 Q3	$1M	Sell	20,065 -16,160	-45%	-$847K	0.58%	35
2023 Q2	$1.89M	Buy	36,225 +4,650	+15%	+$231K	1.11%	24
2023 Q1	$1.58M	Buy	31,575 +12,420	+65%	+$633K	1.13%	21
2022 Q4	$927K	Buy	19,155 +470	+3%	+$22.7K	0.76%	25
2022 Q3	$819K	Buy	18,685 +460	+3%	+$22.2K	0.71%	25
2022 Q2	$825K	Buy	18,225 +265	+1%	+$13.1K	0.71%	29
2022 Q1	$856K	Buy	17,960 +2,595	+17%	+$138K	0.68%	30
2021 Q4	$870K	Sell	15,365 -275	-2%	-$15.3K	0.62%	30
2021 Q3	$823K	Buy	15,640 +1,210	+8%	+$65.1K	0.63%	30
2021 Q2	$776K	Buy	14,430 +50	+0.3%	+$2.7K	0.59%	30
2021 Q1	$749K	Buy	14,380 +675	+5%	+$33.7K	0.65%	31
2020 Q4	$630K	Buy	+13,705	New	+$577K	0.61%	30

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

MMA Asset Management's IJH Position: Q1 2026 in Review

MMA Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q1 2026, buying an estimated $27.9K and bringing the position to 19,241 shares worth $1.3M. The position accounts for 0.46% of the portfolio, ranked #48.

MMA Asset Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.02M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

MMA Asset Management held 19,241 shares of iShares Core S&P Mid-Cap ETF worth $1.3M as of Q1 2026.
MMA Asset Management bought 402 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $27.9K.
iShares Core S&P Mid-Cap ETF made up 0.46% of MMA Asset Management's portfolio in Q1 2026, its #48 holding.
MMA Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
MMA Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.02M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.