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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.1M Sell
416,548
-5,883
-1% -$408K 10.38% 4
2025
Q4
$27.9M Buy
422,431
+13,210
+3% +$865K 10.2% 4
2025
Q3
$26.7M Buy
409,221
+10,321
+3% +$663K 10.24% 4
2025
Q2
$24.7M Buy
398,900
+6,086
+2% +$357K 10.38% 4
2025
Q1
$22.9M Buy
+392,814
New +$24.4M 10.4% 4

Other funds holding IJH

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

Mullooly Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, selling an estimated $408K and leaving 416,548 shares worth $28.1M. The position accounts for 10.38% of the portfolio, ranked #4.

Mullooly Asset Management first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Mullooly Asset Management held 416,548 shares of iShares Core S&P Mid-Cap ETF worth $28.1M as of Q1 2026.
  • Mullooly Asset Management sold 5,883 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $408K.
  • iShares Core S&P Mid-Cap ETF made up 10.38% of Mullooly Asset Management's portfolio in Q1 2026, its #4 holding.
  • Mullooly Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.