North Star Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

North Star Asset 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 Q1	$1.94M	Buy	28,659 +870	+3%	+$60.4K	0.08%	150
2025 Q4	$1.83M	Buy	27,789 +573	+2%	+$37.5K	0.07%	154
2025 Q3	$1.78M	Buy	27,216 +713	+3%	+$45.8K	0.07%	153
2025 Q2	$1.64M	Buy	26,503 +91	+0.3%	+$5.34K	0.07%	153
2025 Q1	$1.54M	Buy	26,412 +2,953	+13%	+$183K	0.07%	152
2024 Q4	$1.46M	Buy	23,459 +1,350	+6%	+$86.6K	0.06%	155
2024 Q3	$1.38M	Sell	22,109 -5,715	-21%	-$345K	0.06%	156
2024 Q2	$1.63M	Sell	27,824 -41,132	-60%	-$2.42M	0.08%	144
2024 Q1	$4.19M	Sell	68,956 -103,654	-60%	-$5.87M	0.2%	100
2023 Q4	$9.57M	Sell	172,610 -105,455	-38%	-$5.35M	0.49%	71
2023 Q3	$13.9M	Sell	278,065 -4,600	-2%	-$241K	0.8%	43
2023 Q2	$14.8M	Sell	282,665 -100	-0%	-$4.97K	0.82%	41
2023 Q1	$14.1M	Buy	282,765 +16,165	+6%	+$824K	0.83%	43
2022 Q4	$12.9M	Buy	266,600 +17,980	+7%	+$869K	0.8%	47
2022 Q3	$10.9M	Buy	248,620 +238,935	+2,467%	+$11.6M	0.75%	49
2022 Q2	$438K	Buy	9,685 +4,235	+78%	+$209K	0.03%	202
2022 Q1	$292K	Hold	5,450	–	–	0.02%	253
2021 Q4	$309K	Buy	5,450 +1,000	+22%	+$55.7K	0.02%	252
2021 Q3	$234K	Buy	+4,450	New	+$239K	0.01%	282

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

North Star Asset Management's IJH Position: Q1 2026 in Review

North Star Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q1 2026, buying an estimated $60.4K and bringing the position to 28,659 shares worth $1.94M. The position accounts for 0.08% of the portfolio, ranked #150.

North Star Asset Management first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.8M in Q2 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

North Star Asset Management held 28,659 shares of iShares Core S&P Mid-Cap ETF worth $1.94M as of Q1 2026.
North Star Asset Management bought 870 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $60.4K.
iShares Core S&P Mid-Cap ETF made up 0.08% of North Star Asset Management's portfolio in Q1 2026, its #150 holding.
North Star Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
North Star Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $14.8M in Q2 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.