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

Morton 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	$680K	Buy	8,819 +152	+2%	+$11.2K	0.09%	64
2026 Q1	$585K	Buy	8,667 +4,052	+88%	+$281K	0.09%	64
2025 Q4	$305K	Buy	4,615 +4	+0.1%	+$262	0.05%	96
2025 Q3	$301K	Sell	4,611 -6,337	-58%	-$407K	0.05%	94
2025 Q2	$679K	Buy	10,948 +4,714	+76%	+$277K	0.12%	56
2025 Q1	$364K	Buy	6,234 +107	+2%	+$6.64K	0.07%	77
2024 Q4	$382K	Buy	6,127 +4	+0.1%	+$257	0.07%	80
2024 Q3	$382K	Buy	+6,123	New	+$369K	0.08%	76
2023 Q1	–	Sell	-4,985	Closed	-$241K	–	93
2022 Q4	$241K	Buy	+4,985	New	+$241K	0.09%	73
2022 Q1	–	Sell	-3,645	Closed	-$206K	–	88
2021 Q4	$206K	Buy	+3,645	New	+$203K	0.08%	87

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Morton Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 8,819 shares worth $680K. The position accounts for 0.09% of the portfolio, ranked #64.

Morton Capital Management first reported a position in IJH in Q4 2021 and has held it in 10 quarters since. 918 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Morton Capital Management held 8,819 shares of iShares Core S&P Mid-Cap ETF worth $680K as of Q2 2026.
Morton Capital Management bought 152 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.2K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #64 holding.
Morton Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.