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

Northeast 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	$384K	Buy	4,984 +201	+4%	+$14.7K	0.01%	160
2026 Q1	$323K	Sell	4,783 -6	-0.1%	-$416	0.01%	164
2025 Q4	$316K	Hold	4,789	–	–	0.01%	162
2025 Q3	$313K	Hold	4,789	–	–	0.01%	151
2025 Q2	$297K	Sell	4,789 -238	-5%	-$14K	0.01%	156
2025 Q1	$293K	Sell	5,027 -523	-9%	-$32.5K	0.01%	157
2024 Q4	$346K	Buy	5,550 +475	+9%	+$30.5K	0.02%	154
2024 Q3	$316K	Hold	5,075	–	–	0.01%	154
2024 Q2	$297K	Buy	5,075 +500	+11%	+$29.4K	0.01%	161
2024 Q1	$278K	Hold	4,575	–	–	0.01%	167
2023 Q4	$254K	Sell	4,575 -895	-16%	-$45.4K	0.01%	167
2023 Q3	$273K	Buy	5,470 +50	+0.9%	+$2.62K	0.02%	166
2023 Q2	$283K	Buy	+5,420	New	+$269K	0.02%	160

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northeast Investment Management's IJH Position: Q2 2026 in Review

Northeast Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,984 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #160.

Northeast Investment Management first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Northeast Investment Management held 4,984 shares of iShares Core S&P Mid-Cap ETF worth $384K as of Q2 2026.
Northeast Investment Management bought 201 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.7K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Northeast Investment Management's portfolio in Q2 2026, its #160 holding.
Northeast Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.