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

Next Capital 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	$7.85M	Buy	101,771 +9,597	+10%	+$704K	2.12%	12
2026 Q1	$6.22M	Buy	92,174 +11,417	+14%	+$792K	1.89%	15
2025 Q4	$5.33M	Buy	80,757 +10,566	+15%	+$692K	1.71%	15
2025 Q3	$4.58M	Buy	70,191 +4,509	+7%	+$290K	1.53%	17
2025 Q2	$4.07M	Buy	65,682 +1,161	+2%	+$68.2K	1.51%	20
2025 Q1	$3.76M	Buy	64,521 +8,554	+15%	+$531K	1.81%	15
2024 Q4	$3.49M	Buy	55,967 +2,175	+4%	+$139K	1.41%	20
2024 Q3	$3.35M	Buy	53,792 +9,097	+20%	+$549K	1.37%	18
2024 Q2	$2.62M	Buy	44,695 +62	+0.1%	+$3.64K	1.09%	25
2024 Q1	$2.71M	Buy	44,633 +743	+2%	+$42.1K	1.09%	26
2023 Q4	$2.43M	Buy	43,890 +940	+2%	+$47.7K	1.04%	26
2023 Q3	$2.14M	Buy	42,950 +2,060	+5%	+$108K	0.96%	29
2023 Q2	$2.14M	Buy	40,890 +1,095	+3%	+$54.4K	0.99%	27
2023 Q1	$1.99M	Buy	39,795 +5,265	+15%	+$268K	0.96%	26
2022 Q4	$1.67M	Buy	34,530 +1,405	+4%	+$67.9K	0.9%	29
2022 Q3	$1.45M	Buy	33,125 +3,795	+13%	+$183K	1.1%	27
2022 Q2	$1.33M	Buy	29,330 +2,445	+9%	+$121K	0.96%	28
2022 Q1	$1.44M	Buy	26,885 +2,505	+10%	+$133K	0.97%	26
2021 Q4	$1.38M	Buy	24,380 +15	+0.1%	+$835	0.93%	26
2021 Q3	$1.28M	Sell	24,365 -700	-3%	-$37.7K	0.93%	30
2021 Q2	$1.35M	Buy	25,065 +1,435	+6%	+$77.5K	0.86%	31
2021 Q1	$1.23M	Buy	23,630 +3,060	+15%	+$153K	0.8%	32
2020 Q4	$946K	Sell	20,570 -1,905	-8%	-$80.3K	0.67%	36
2020 Q3	$833K	Sell	22,475 -5,410	-19%	-$202K	0.55%	39
2020 Q2	$992K	Sell	27,885 -5,095	-15%	-$169K	0.7%	33
2020 Q1	$949K	Sell	32,980 -32,265	-49%	-$1.2M	0.76%	31
2019 Q4	$2.69M	Sell	65,245 -3,445	-5%	-$137K	1.92%	18
2019 Q3	$2.65M	Buy	68,690 +2,425	+4%	+$93.2K	1.78%	17
2019 Q2	$2.58M	Buy	66,265 +2,965	+5%	+$114K	1.73%	16
2019 Q1	$2.4M	Buy	63,300 +8,965	+16%	+$331K	2.03%	12
2018 Q4	$1.8M	Buy	+54,335	New	+$1.98M	1.58%	15

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

Next Capital Management's IJH Position: Q2 2026 in Review

Next Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, buying an estimated $704K and bringing the position to 101,771 shares worth $7.85M. The position accounts for 2.12% of the portfolio, ranked #12.

Next Capital Management first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Next Capital Management held 101,771 shares of iShares Core S&P Mid-Cap ETF worth $7.85M as of Q2 2026.
Next Capital Management bought 9,597 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $704K.
iShares Core S&P Mid-Cap ETF made up 2.12% of Next Capital Management's portfolio in Q2 2026, its #12 holding.
Next Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.