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

Per Stirling 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 Q2	$8.95M	Sell	116,100 -3,072	-3%	-$225K	0.85%	38
2026 Q1	$8.05M	Sell	119,172 -87,303	-42%	-$6.06M	0.89%	37
2025 Q4	$13.6M	Sell	206,475 -257	-0.1%	-$16.8K	1.53%	17
2025 Q3	$13.5M	Sell	206,732 -7,948	-4%	-$511K	1.61%	15
2025 Q2	$13.3M	Sell	214,680 -108,571	-34%	-$6.37M	1.74%	13
2025 Q1	$18.9M	Sell	323,251 -6,674	-2%	-$414K	2.71%	6
2024 Q4	$20.6M	Buy	329,925 +6,741	+2%	+$432K	2.92%	5
2024 Q3	$20.1M	Buy	323,184 +4,094	+1%	+$247K	2.79%	5
2024 Q2	$18.7M	Sell	319,090 -5,069	-2%	-$298K	3.01%	5
2024 Q1	$19.7M	Buy	324,159 +8,229	+3%	+$466K	3.29%	5
2023 Q4	$17.5M	Buy	315,930 +10,510	+3%	+$533K	3.21%	5
2023 Q3	$15.2M	Buy	305,420 +20,715	+7%	+$1.09M	3.16%	5
2023 Q2	$14.9M	Sell	284,705 -12,735	-4%	-$633K	3.03%	5
2023 Q1	$14.9M	Sell	297,440 -70,030	-19%	-$3.57M	3.21%	7
2022 Q4	$17.8M	Buy	+367,470	New	+$17.8M	3.24%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Per Stirling Capital Management's IJH Position: Q2 2026 in Review

Per Stirling Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $225K and leaving 116,100 shares worth $8.95M. The position accounts for 0.85% of the portfolio, ranked #38.

Per Stirling Capital Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6M in Q4 2024. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Per Stirling Capital Management held 116,100 shares of iShares Core S&P Mid-Cap ETF worth $8.95M as of Q2 2026.
Per Stirling Capital Management sold 3,072 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $225K.
iShares Core S&P Mid-Cap ETF made up 0.85% of Per Stirling Capital Management's portfolio in Q2 2026, its #38 holding.
Per Stirling Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Per Stirling Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $20.6M in Q4 2024.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.