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

Quartz 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	$658K	Buy	9,746 +565	+6%	+$39.2K	0.25%	77
2025 Q4	$606K	Buy	9,181 +1,581	+21%	+$104K	0.23%	88
2025 Q3	$496K	Hold	7,600	–	–	0.18%	113
2025 Q2	$471K	Buy	7,600 +3,145	+71%	+$185K	0.22%	107
2025 Q1	$260K	Hold	4,455	–	–	0.16%	123
2024 Q4	$278K	Sell	4,455 -540	-11%	-$34.6K	0.17%	124
2024 Q3	$311K	Buy	+4,995	New	+$301K	0.2%	117

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

Quartz Partners's IJH Position: Q1 2026 in Review

Quartz Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.2% in Q1 2026, buying an estimated $39.2K and bringing the position to 9,746 shares worth $658K. The position accounts for 0.25% of the portfolio, ranked #77.

Quartz Partners first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Quartz Partners held 9,746 shares of iShares Core S&P Mid-Cap ETF worth $658K as of Q1 2026.
Quartz Partners bought 565 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $39.2K.
iShares Core S&P Mid-Cap ETF made up 0.25% of Quartz Partners's portfolio in Q1 2026, its #77 holding.
Quartz Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.