Navellier & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Navellier & Associates’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	$898K	Hold	11,650	–	–	0.07%	190
2026 Q1	$787K	Hold	11,650	–	–	0.08%	164
2025 Q4	$769K	Hold	11,650	–	–	0.09%	172
2025 Q3	$760K	Buy	+11,650	New	+$749K	0.08%	208
2025 Q1	–	Sell	-11,650	Closed	-$726K	–	343
2024 Q4	$726K	Sell	11,650 -4,425	-28%	-$284K	0.09%	204
2024 Q3	$1M	Sell	16,075 -19,750	-55%	-$1.19M	0.14%	132
2024 Q2	$2.1M	Hold	35,825	–	–	0.25%	96
2024 Q1	$2.18M	Hold	35,825	–	–	0.27%	90
2023 Q4	$1.99M	Buy	35,825 +11,250	+46%	+$571K	0.3%	91
2023 Q3	$1.23M	Buy	+24,575	New	+$1.29M	0.21%	120

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

Navellier & Associates's IJH Position: Q2 2026 in Review

Navellier & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 11,650 shares worth $898K. The position accounts for 0.07% of the portfolio, ranked #190.

Navellier & Associates first reported a position in IJH in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.18M in Q1 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Navellier & Associates held 11,650 shares of iShares Core S&P Mid-Cap ETF worth $898K as of Q2 2026.
Navellier & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of Navellier & Associates's portfolio in Q2 2026, its #190 holding.
Navellier & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 10 quarters since.
Navellier & Associates's iShares Core S&P Mid-Cap ETF position peaked at $2.18M in Q1 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.