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

Montis Financial’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	$9.41M	Sell	122,008 -2,120	-2%	-$156K	1.92%	13
2026 Q1	$8.38M	Sell	124,128 -827	-0.7%	-$57.4K	1.73%	14
2025 Q4	$8.25M	Buy	124,955 +202	+0.2%	+$13.2K	1.63%	14
2025 Q3	$8.14M	Sell	124,753 -7,869	-6%	-$506K	1.88%	13
2025 Q2	$8.23M	Buy	132,622 +1,200	+0.9%	+$70.4K	2.29%	12
2025 Q1	$7.67M	Buy	131,422 +788	+0.6%	+$48.9K	2.26%	12
2024 Q4	$8.14M	Buy	130,634 +3,034	+2%	+$195K	2.51%	11
2024 Q3	$7.95M	Buy	+127,600	New	+$7.69M	2.83%	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

Montis Financial's IJH Position: Q2 2026 in Review

Montis Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, selling an estimated $156K and leaving 122,008 shares worth $9.41M. The position accounts for 1.92% of the portfolio, ranked #13.

Montis Financial first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Montis Financial held 122,008 shares of iShares Core S&P Mid-Cap ETF worth $9.41M as of Q2 2026.
Montis Financial sold 2,120 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $156K.
iShares Core S&P Mid-Cap ETF made up 1.92% of Montis Financial's portfolio in Q2 2026, its #13 holding.
Montis Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.