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

Optima Capital’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 		– Sell
-2,300
Closed -$152K – 700
2025
Q4 		$152K Buy
+2,300
New +$151K 0.07% 180

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optima Capital's IJH Position: Q1 2026 in Review

Optima Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 2,300 shares — an estimated $152K sold.

Optima Capital first reported a position in IJH in Q4 2025 and held it in 1 quarter. The position peaked at $152K in Q4 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Optima Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,300 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $152K.
  • Optima Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Core S&P Mid-Cap ETF position peaked at $152K in Q4 2025.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.