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IJH icon

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

&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 		$526M Buy
7,777,803
+784,063
+11% +$54.4M 2.6% 3
2025
Q4 		$463M Buy
6,993,740
+460,151
+7% +$30.1M 2.42% 4
2025
Q3 		$427M Buy
6,533,589
+981,809
+18% +$63.1M 2.73% 4
2025
Q2 		$345M Buy
5,551,780
+1,346,024
+32% +$79M 2.65% 4
2025
Q1 		$246M Buy
4,205,756
+814,174
+24% +$50.6M 2.61% 4
2024
Q4 		$214M Buy
3,391,582
+977,389
+40% +$62.7M 2.57% 4
2024
Q3 		$151M Buy
2,414,193
+1,405,112
+139% +$84.7M 2.91% 4
2024
Q2 		$59.4M Buy
1,009,081
+560,448
+125% +$32.9M 2.6% 4
2024
Q1 		$27.6M Buy
448,633
+215,593
+93% +$12.2M 3.81% 3
2023
Q4 		$13.1M Sell
233,040
-43,860
-16% -$2.22M 3.19% 5
2023
Q3 		$13.8M Buy
276,900
+3,955
+1% +$207K 6.45% 1
2023
Q2 		$14.3M Buy
272,945
+5,615
+2% +$279K 6.39% 1
2023
Q1 		$13.4M Buy
267,330
+505
+0.2% +$25.7K 6.43% 1
2022
Q4 		$12.9M Sell
266,825
-10,675
-4% -$516K 6.41% 2
2022
Q3 		$12.2M Buy
277,500
+9,205
+3% +$445K 7.04% 1
2022
Q2 		$12.2M Buy
268,295
+6,095
+2% +$301K 7.02% 2
2022
Q1 		$14.1M Buy
262,200
+25,855
+11% +$1.38M 7.93% 1
2021
Q4 		$13.4M Buy
236,345
+8,500
+4% +$473K 8.07% 2
2021
Q3 		$12M Buy
227,845
+13,495
+6% +$726K 7.6% 2
2021
Q2 		$11.5M Buy
214,350
+10,870
+5% +$587K 7.46% 2
2021
Q1 		$10.6M Buy
203,480
+16,350
+9% +$817K 7.71% 2
2020
Q4 		$8.57M Buy
187,130
+23,620
+14% +$995K 7.2% 1
2020
Q3 		$6.06M Buy
163,510
+49,560
+43% +$1.85M 6.16% 2
2020
Q2 		$4.1M Buy
113,950
+26,220
+30% +$871K 4.95% 2
2020
Q1 		$2.52M Buy
87,730
+59,605
+212% +$2.22M 3.93% 3
2019
Q4 		$1.16M Buy
28,125
+3,715
+15% +$147K 1.38% 12
2019
Q3 		$943K Buy
24,410
+12,320
+102% +$473K 1.22% 16
2019
Q2 		$470K Sell
12,090
-25
-0.2% -$958 0.65% 54
2019
Q1 		$459K Buy
12,115
+3,250
+37% +$120K 0.66% 49
2018
Q4 		$294K Buy
+8,865
New +$323K 0.49% 72

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

&Partners's IJH Position: Q1 2026 in Review

&Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, buying an estimated $54.4M and bringing the position to 7,777,803 shares worth $526M. The position accounts for 2.6% of the portfolio, ranked #3.

&Partners first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • &Partners held 7,777,803 shares of iShares Core S&P Mid-Cap ETF worth $526M as of Q1 2026.
  • &Partners bought 784,063 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $54.4M.
  • iShares Core S&P Mid-Cap ETF made up 2.6% of &Partners's portfolio in Q1 2026, its #3 holding.
  • &Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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