NorthStar Asset Management (Pennsylvania)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NorthStar Asset Management (Pennsylvania)’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	$576K	Hold	8,525	–	–	0.13%	80
2025 Q4	$563K	Hold	8,525	–	–	0.12%	84
2025 Q3	$556K	Hold	8,525	–	–	0.12%	84
2025 Q2	$529K	Hold	8,525	–	–	0.12%	87
2025 Q1	$497K	Hold	8,525	–	–	0.12%	89
2024 Q4	$531K	Hold	8,525	–	–	0.12%	89
2024 Q3	$531K	Hold	8,525	–	–	0.12%	88
2024 Q2	$499K	Hold	8,525	–	–	0.12%	93
2024 Q1	$518K	Hold	8,525	–	–	0.13%	94
2023 Q4	$473K	Sell	8,525 -750	-8%	-$38K	0.12%	94
2023 Q3	$463K	Buy	9,275 +4,250	+85%	+$223K	0.13%	92
2023 Q2	$263K	Hold	5,025	–	–	0.07%	129
2023 Q1	$251K	Hold	5,025	–	–	0.07%	126
2022 Q4	$243K	Hold	5,025	–	–	0.08%	127
2022 Q3	$220K	Hold	5,025	–	–	0.07%	129
2022 Q2	$227K	Hold	5,025	–	–	0.07%	126
2022 Q1	$270K	Hold	5,025	–	–	0.07%	130
2021 Q4	$284K	Hold	5,025	–	–	0.07%	131
2021 Q3	$264K	Hold	5,025	–	–	0.07%	128
2021 Q2	$270K	Hold	5,025	–	–	0.07%	124
2021 Q1	$262K	Hold	5,025	–	–	0.07%	121
2020 Q4	$231K	Buy	+5,025	New	+$212K	0.07%	125

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

NorthStar Asset Management (Pennsylvania)'s IJH Position: Q1 2026 in Review

NorthStar Asset Management (Pennsylvania) held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 8,525 shares worth $576K. The position accounts for 0.13% of the portfolio, ranked #80.

NorthStar Asset Management (Pennsylvania) 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.

NorthStar Asset Management (Pennsylvania) held 8,525 shares of iShares Core S&P Mid-Cap ETF worth $576K as of Q1 2026.
NorthStar Asset Management (Pennsylvania) left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.13% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q1 2026, its #80 holding.
NorthStar Asset Management (Pennsylvania) 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 NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2026, filed 23 Apr 2026.