New York Life Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

New York Life 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 Q2	$36.8M	Buy	477,342 +116,242	+32%	+$8.53M	0.26%	78
2026 Q1	$24.4M	Buy	361,100 +15,845	+5%	+$1.1M	0.21%	95
2025 Q4	$22.8M	Buy	345,255 +136,571	+65%	+$8.95M	0.2%	104
2025 Q3	$13.6M	Buy	208,684 +11,740	+6%	+$754K	0.12%	157
2025 Q2	$12.2M	Sell	196,944 -223,135	-53%	-$13.1M	0.11%	164
2025 Q1	$24.5M	Sell	420,079 -62,389	-13%	-$3.87M	0.25%	79
2024 Q4	$30.1M	Buy	482,468 +13,702	+3%	+$879K	0.29%	59
2024 Q3	$29.2M	Buy	468,766 +182,424	+64%	+$11M	0.28%	64
2024 Q2	$16.8M	Buy	286,342 +206,164	+257%	+$12.1M	0.17%	123
2024 Q1	$4.87M	Buy	+80,178	New	+$4.54M	0.05%	348
2023 Q4	–	Sell	-206,850	Closed	-$10.3M	–	1323
2023 Q3	$10.3M	Sell	206,850 -6,305	-3%	-$330K	0.11%	165
2023 Q2	$11.1M	Buy	213,155 +34,275	+19%	+$1.7M	0.12%	160
2023 Q1	$8.95M	Buy	178,880 +28,780	+19%	+$1.47M	0.1%	209
2022 Q4	$7.26M	Buy	+150,100	New	+$7.25M	0.08%	246
2021 Q4	–	Sell	-28,665	Closed	-$1.51M	–	48
2021 Q3	$1.51M	Sell	28,665 -11,235	-28%	-$604K	0.08%	32
2021 Q2	$2.14M	Buy	39,900 +17,190	+76%	+$928K	0.12%	28
2021 Q1	$1.18M	Buy	+22,710	New	+$1.13M	0.07%	30

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

New York Life Investment Management's IJH Position: Q2 2026 in Review

New York Life Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 32% in Q2 2026, buying an estimated $8.53M and bringing the position to 477,342 shares worth $36.8M. The position accounts for 0.26% of the portfolio, ranked #78.

New York Life Investment Management first reported a position in IJH in Q1 2021 and has held it in 17 quarters since. 2,409 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

New York Life Investment Management held 477,342 shares of iShares Core S&P Mid-Cap ETF worth $36.8M as of Q2 2026.
New York Life Investment Management bought 116,242 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.53M.
iShares Core S&P Mid-Cap ETF made up 0.26% of New York Life Investment Management's portfolio in Q2 2026, its #78 holding.
New York Life Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.