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

Regatta Capital Group’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	$2.15M	Sell	27,893 -117	-0.4%	-$8.59K	0.29%	63
2026 Q1	$1.89M	Sell	28,010 -150	-0.5%	-$10.4K	0.29%	65
2025 Q4	$1.86M	Sell	28,160 -694	-2%	-$45.5K	0.28%	62
2025 Q3	$1.88M	Sell	28,854 -136	-0.5%	-$8.74K	0.3%	64
2025 Q2	$1.8M	Sell	28,990 -478	-2%	-$28.1K	0.31%	60
2025 Q1	$1.72M	Sell	29,468 -2,708	-8%	-$168K	0.33%	57
2024 Q4	$2M	Sell	32,176 -284	-0.9%	-$18.2K	0.39%	44
2024 Q3	$2.02M	Sell	32,460 -500	-2%	-$30.2K	0.39%	44
2024 Q2	$1.93M	Buy	32,960 +184	+0.6%	+$10.8K	0.42%	47
2024 Q1	$1.99M	Sell	32,776 -2,199	-6%	-$124K	0.45%	45
2023 Q4	$1.94M	Buy	34,975 +1,000	+3%	+$50.7K	0.51%	44
2023 Q3	$1.69M	Sell	33,975 -570	-2%	-$29.9K	0.54%	40
2023 Q2	$1.81M	Sell	34,545 -5,065	-13%	-$252K	0.57%	36
2023 Q1	$1.92M	Hold	39,610	–	–	0.68%	33
2022 Q4	$1.92M	Sell	39,610 -6,375	-14%	-$308K	0.68%	33
2022 Q3	$2.08M	Buy	45,985 +2,525	+6%	+$122K	0.85%	25
2022 Q2	$1.97M	Sell	43,460 -2,140	-5%	-$106K	0.94%	18
2022 Q1	$2.45M	Sell	45,600 -3,835	-8%	-$204K	0.84%	25
2021 Q4	$2.8M	Buy	+49,435	New	+$2.75M	0.98%	24

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

Regatta Capital Group's IJH Position: Q2 2026 in Review

Regatta Capital Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.42% in Q2 2026, selling an estimated $8.59K and leaving 27,893 shares worth $2.15M. The position accounts for 0.29% of the portfolio, ranked #63.

Regatta Capital Group first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q4 2021. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Regatta Capital Group held 27,893 shares of iShares Core S&P Mid-Cap ETF worth $2.15M as of Q2 2026.
Regatta Capital Group sold 117 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.59K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Regatta Capital Group's portfolio in Q2 2026, its #63 holding.
Regatta Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Regatta Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $2.8M in Q4 2021.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.