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

Mystic 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 Q2	$482K	Sell	6,245 -100	-2%	-$7.34K	0.1%	149
2026 Q1	$428K	Hold	6,345	–	–	0.1%	156
2025 Q4	$419K	Sell	6,345 -300	-5%	-$19.7K	0.09%	156
2025 Q3	$434K	Hold	6,645	–	–	0.1%	151
2025 Q2	$412K	Sell	6,645 -75	-1%	-$4.4K	0.1%	153
2025 Q1	$392K	Buy	6,720 +600	+10%	+$37.3K	0.1%	157
2024 Q4	$381K	Buy	6,120 +1,300	+27%	+$83.4K	0.1%	158
2024 Q3	$300K	Hold	4,820	–	–	0.11%	141
2024 Q2	$282K	Sell	4,820 -325	-6%	-$19.1K	0.11%	137
2024 Q1	$313K	Hold	5,145	–	–	0.13%	134
2023 Q4	$285K	Sell	5,145 -1,080	-17%	-$54.8K	0.14%	130
2023 Q3	$310K	Buy	+6,225	New	+$326K	0.17%	115
2023 Q2	–	Sell	-6,225	Closed	-$311K	–	144
2023 Q1	$311K	Hold	6,225	–	–	0.17%	121
2022 Q4	$301K	Hold	6,225	–	–	0.17%	121
2022 Q3	$272K	Hold	6,225	–	–	0.17%	123
2022 Q2	$281K	Hold	6,225	–	–	0.17%	124
2022 Q1	$334K	Hold	6,225	–	–	0.18%	126
2021 Q4	$352K	Buy	+6,225	New	+$347K	0.17%	126

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

Mystic Asset Management's IJH Position: Q2 2026 in Review

Mystic Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $7.34K and leaving 6,245 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #149.

Mystic Asset Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mystic Asset Management held 6,245 shares of iShares Core S&P Mid-Cap ETF worth $482K as of Q2 2026.
Mystic Asset Management sold 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Mystic Asset Management's portfolio in Q2 2026, its #149 holding.
Mystic Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.