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

Objective 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 Q1	$746K	Sell	11,054 -109	-1%	-$7.56K	0.75%	42
2025 Q4	$737K	Buy	11,163 +222	+2%	+$14.5K	0.75%	40
2025 Q3	$714K	Buy	10,941 +20	+0.2%	+$1.28K	0.74%	38
2025 Q2	$677K	Sell	10,921 -1,346	-11%	-$79K	0.76%	34
2025 Q1	$716K	Sell	12,267 -17,827	-59%	-$1.11M	0.91%	31
2024 Q4	$1.88M	Buy	30,094 +851	+3%	+$54.6K	1.25%	22
2024 Q3	$1.82M	Buy	+29,243	New	+$1.76M	1.07%	27
2024 Q1	$1.88M	Sell	30,991 -2,674	-8%	-$151K	1.27%	22
2023 Q4	$1.87M	Sell	33,665 -2,175	-6%	-$110K	1.42%	20
2023 Q3	$1.79M	Sell	35,840 -1,900	-5%	-$99.6K	1.59%	19
2023 Q2	$1.97M	Sell	37,740 -1,055	-3%	-$52.4K	1.72%	18
2023 Q1	$1.94M	Sell	38,795 -955	-2%	-$48.7K	1.77%	17
2022 Q4	$1.92M	Sell	39,750 -785	-2%	-$37.9K	1.91%	15
2022 Q3	$1.78M	Buy	40,535 +705	+2%	+$34.1K	1.9%	16
2022 Q2	$1.8M	Buy	39,830 +255	+0.6%	+$12.6K	1.82%	17
2022 Q1	$2.12M	Buy	39,575 +1,330	+3%	+$70.8K	1.63%	18
2021 Q4	$2.17M	Buy	+38,245	New	+$2.13M	1.53%	18

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

Objective Capital Management's IJH Position: Q1 2026 in Review

Objective Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.98% in Q1 2026, selling an estimated $7.56K and leaving 11,054 shares worth $746K. The position accounts for 0.75% of the portfolio, ranked #42.

Objective Capital Management first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.17M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Objective Capital Management held 11,054 shares of iShares Core S&P Mid-Cap ETF worth $746K as of Q1 2026.
Objective Capital Management sold 109 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $7.56K.
iShares Core S&P Mid-Cap ETF made up 0.75% of Objective Capital Management's portfolio in Q1 2026, its #42 holding.
Objective Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Objective Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.17M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.