MIM
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MTM Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MTM Investment 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 		$128K Hold
1,890
– – 0.04% 239
2025
Q4 		$125K Sell
1,890
-145
-7% -$9.5K 0.04% 245
2025
Q3 		$133K Hold
2,035
– – 0.04% 236
2025
Q2 		$126K Hold
2,035
– – 0.04% 232
2025
Q1 		$119K Hold
2,035
– – 0.05% 204
2024
Q4 		$127K Hold
2,035
– – 0.05% 200
2024
Q3 		$127K Sell
2,035
-100
-5% -$6.03K 0.05% 206
2024
Q2 		$125K Hold
2,135
– – 0.05% 200
2024
Q1 		$130K Sell
2,135
-500
-19% -$28.3K 0.05% 199
2023
Q4 		$146K Hold
2,635
– – 0.07% 187
2023
Q3 		$131K Hold
2,635
– – 0.07% 180
2023
Q2 		$138K Sell
2,635
-570
-18% -$28.3K 0.07% 188
2023
Q1 		$160K Sell
3,205
-190
-6% -$9.68K 0.08% 181
2022
Q4 		$164K Sell
3,395
-155
-4% -$7.49K 0.09% 179
2022
Q3 		$156K Sell
3,550
-570
-14% -$27.6K 0.09% 176
2022
Q2 		$189K Buy
4,120
+445
+12% +$22K 0.1% 173
2022
Q1 		$197K Buy
3,675
+220
+6% +$11.7K 0.1% 184
2021
Q4 		$196K Sell
3,455
-115
-3% -$6.4K 0.09% 191
2021
Q3 		$188K Buy
3,570
+115
+3% +$6.19K 0.1% 170
2021
Q2 		$186K Sell
3,455
-335
-9% -$18.1K 0.1% 168
2021
Q1 		$197K Sell
3,790
-370
-9% -$18.5K 0.11% 156
2020
Q4 		$191K Buy
+4,160
New +$175K 0.12% 144

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MTM Investment Management's IJH Position: Q1 2026 in Review

MTM Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 1,890 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #239.

MTM Investment Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $197K in Q1 2022. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • MTM Investment Management held 1,890 shares of iShares Core S&P Mid-Cap ETF worth $128K as of Q1 2026.
  • MTM Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of MTM Investment Management's portfolio in Q1 2026, its #239 holding.
  • MTM Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • MTM Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $197K in Q1 2022.
  • 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.