NorthRock Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NorthRock Partners’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	$2.69M	Buy	39,875 +1,320	+3%	+$91.6K	0.04%	168
2025 Q4	$2.54M	Sell	38,555 -5,110	-12%	-$335K	0.04%	173
2025 Q3	$2.85M	Buy	43,665 +7,346	+20%	+$472K	0.05%	160
2025 Q2	$2.25M	Sell	36,319 -10,269	-22%	-$603K	0.06%	127
2025 Q1	$2.72M	Buy	46,588 +20,041	+75%	+$1.24M	0.09%	95
2024 Q4	$1.65M	Sell	26,547 -2,604	-9%	-$167K	0.05%	137
2024 Q3	$1.82M	Sell	29,151 -3,954	-12%	-$238K	0.06%	136
2024 Q2	$1.94M	Sell	33,105 -21,721	-40%	-$1.28M	0.07%	116
2024 Q1	$3.33M	Buy	54,826 +13,641	+33%	+$772K	0.13%	86
2023 Q4	$1.89M	Buy	41,185 +34,100	+481%	+$1.73M	0.08%	121
2023 Q3	$353K	Buy	7,085 +1,900	+37%	+$99.6K	0.04%	208
2023 Q2	$271K	Sell	5,185 -105	-2%	-$5.22K	0.03%	225
2023 Q1	$265K	Sell	5,290 -1,440	-21%	-$73.4K	0.03%	251
2022 Q4	$326K	Buy	6,730 +1,245	+23%	+$60.1K	0.04%	234
2022 Q3	$241K	Sell	5,485 -410	-7%	-$19.8K	0.03%	253
2022 Q2	$267K	Sell	5,895 -16,450	-74%	-$812K	0.03%	241
2022 Q1	$1.2M	Buy	22,345 +17,500	+361%	+$932K	0.11%	87
2021 Q4	$274K	Buy	4,845 +40	+0.8%	+$2.23K	0.02%	259
2021 Q3	$253K	Sell	4,805 -360	-7%	-$19.4K	0.02%	237
2021 Q2	$278K	Sell	5,165 -535	-9%	-$28.9K	0.02%	200
2021 Q1	$297K	Buy	5,700 +780	+16%	+$39K	0.03%	178
2020 Q4	$226K	Sell	4,920 -1,405	-22%	-$59.2K	0.02%	201
2020 Q3	$234K	Buy	+6,325	New	+$236K	0.03%	192
2020 Q1	–	Sell	-8,820	Closed	-$363K	–	243
2019 Q4	$363K	Sell	8,820 -2,120	-19%	-$84K	0.04%	182
2019 Q3	$423K	Buy	+10,940	New	+$420K	0.06%	136
2019 Q2	–	Sell	-5,280	Closed	-$201K	–	86
2019 Q1	$201K	Buy	+5,280	New	+$195K	0.05%	85

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

NorthRock Partners's IJH Position: Q1 2026 in Review

NorthRock Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, buying an estimated $91.6K and bringing the position to 39,875 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #168.

NorthRock Partners first reported a position in IJH in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.33M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

NorthRock Partners held 39,875 shares of iShares Core S&P Mid-Cap ETF worth $2.69M as of Q1 2026.
NorthRock Partners bought 1,320 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $91.6K.
iShares Core S&P Mid-Cap ETF made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #168 holding.
NorthRock Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 26 quarters since.
NorthRock Partners's iShares Core S&P Mid-Cap ETF position peaked at $3.33M in Q1 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.