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NEPC LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NEPC LLC’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 		$5.84M Buy
75,763
+148
+0.2% +$10.9K 0.11% 34
2026
Q1 		$5.11M Buy
75,615
+137
+0.2% +$9.5K 0.1% 34
2025
Q4 		$4.98M Buy
75,478
+296
+0.4% +$19.4K 0.11% 32
2025
Q3 		$4.91M Buy
75,182
+193
+0.3% +$12.4K 0.13% 35
2025
Q2 		$4.65M Hold
74,989
– – 0.12% 36
2025
Q1 		$4.38M Buy
74,989
+624
+0.8% +$38.8K 0.12% 34
2024
Q4 		$4.63M Buy
74,365
+3,678
+5% +$236K 0.12% 33
2024
Q3 		$4.41M Hold
70,687
– – 0.13% 33
2024
Q2 		$4.14M Sell
70,687
-1,738
-2% -$102K 0.14% 32
2024
Q1 		$4.4M Hold
72,425
– – 0.15% 31
2023
Q4 		$4.01M Hold
72,425
– – 0.22% 28
2023
Q3 		$3.61M Hold
72,425
– – 0.23% 28
2023
Q2 		$3.79M Sell
72,425
-50
-0.1% -$2.48K 0.45% 13
2023
Q1 		$3.63M Hold
72,475
– – 1.1% 10
2022
Q4 		$3.51M Hold
72,475
– – 0.84% 12
2022
Q3 		$3.18M Hold
72,475
– – 0.43% 12
2022
Q2 		$3.28M Hold
72,475
– – 0.47% 13
2022
Q1 		$3.89M Sell
72,475
-22,440
-24% -$1.19M 2.63% 13
2021
Q4 		$5.37M Buy
94,915
+22,090
+30% +$1.23M 3.04% 12
2021
Q3 		$3.83M Buy
72,825
+80
+0.1% +$4.3K 1.12% 27
2021
Q2 		$3.91M Buy
72,745
+3,325
+5% +$180K 0.55% 34
2021
Q1 		$3.61M Sell
69,420
-1,640
-2% -$81.9K 1.35% 21
2020
Q4 		$3.27M Hold
71,060
– – 1.88% 14
2020
Q3 		$2.63M Buy
71,060
+250
+0.4% +$9.35K 1.84% 12
2020
Q2 		$2.52M Hold
70,810
– – 1.5% 14
2020
Q1 		$2.04M Hold
70,810
– – 1.12% 18
2019
Q4 		$2.91M Buy
+70,810
New +$2.81M 1.48% 14

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NEPC LLC's IJH Position: Q2 2026 in Review

NEPC LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 75,763 shares worth $5.84M. The position accounts for 0.11% of the portfolio, ranked #34.

NEPC LLC first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,748 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • NEPC LLC held 75,763 shares of iShares Core S&P Mid-Cap ETF worth $5.84M as of Q2 2026.
  • NEPC LLC bought 148 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of NEPC LLC's portfolio in Q2 2026, its #34 holding.
  • NEPC LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,748 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on NEPC LLC's 13F filing for Q2 2026, filed 14 Aug 2026.