Newton One Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Newton One Investments’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 Q1	$20.3M	Buy	299,955 +2,799	+0.9%	+$194K	5.5%	7
2025 Q4	$19.6M	Sell	297,156 -3,079	-1%	-$202K	5.79%	6
2025 Q3	$19.6M	Buy	300,235 +1,360	+0.5%	+$87.4K	5.8%	6
2025 Q2	$18.5M	Buy	298,875 +18,018	+6%	+$1.06M	5.83%	6
2025 Q1	$16.4M	Buy	280,857 +3,260	+1%	+$202K	5.86%	6
2024 Q4	$17.3M	Buy	277,597 +213,063	+330%	+$13.7M	6.67%	5
2024 Q3	$4.02M	Buy	64,534 +2,851	+5%	+$172K	1.61%	15
2024 Q2	$3.61M	Sell	61,683 -386	-0.6%	-$22.7K	1.56%	15
2024 Q1	$3.77M	Sell	62,069 -431	-0.7%	-$24.4K	1.66%	15
2023 Q4	$3.46M	Sell	62,500 -945	-1%	-$47.9K	1.59%	16
2023 Q3	$3.16M	Sell	63,445 -315	-0.5%	-$16.5K	1.88%	16
2023 Q2	$3.33M	Sell	63,760 -10	-0%	-$497	1.91%	15
2023 Q1	$3.19M	Sell	63,770 -530	-0.8%	-$27K	1.92%	15
2022 Q4	$3.11M	Sell	64,300 -500	-0.8%	-$24.2K	2.01%	16
2022 Q3	$2.84M	Sell	64,800 -435	-0.7%	-$21K	2.02%	15
2022 Q2	$2.95M	Sell	65,235 -1,645	-2%	-$81.2K	2.2%	15
2022 Q1	$3.59M	Buy	66,880 +50	+0.1%	+$2.66K	2.62%	12
2021 Q4	$3.78M	Buy	66,830 +120	+0.2%	+$6.68K	2.67%	12
2021 Q3	$3.51M	Sell	66,710 -1,070	-2%	-$57.6K	2.62%	12
2021 Q2	$3.64M	Sell	67,780 -2,490	-4%	-$134K	2.89%	12
2021 Q1	$3.66M	Buy	70,270 +125	+0.2%	+$6.24K	3.25%	11
2020 Q4	$3.22M	Buy	+70,145	New	+$2.96M	3.17%	11

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newton One Investments's IJH Position: Q1 2026 in Review

Newton One Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.94% in Q1 2026, buying an estimated $194K and bringing the position to 299,955 shares worth $20.3M. The position accounts for 5.5% of the portfolio, ranked #7.

Newton One Investments first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Newton One Investments held 299,955 shares of iShares Core S&P Mid-Cap ETF worth $20.3M as of Q1 2026.
Newton One Investments bought 2,799 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $194K.
iShares Core S&P Mid-Cap ETF made up 5.5% of Newton One Investments's portfolio in Q1 2026, its #7 holding.
Newton One Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.