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

Requisite 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	$484K	Sell	6,273 -7,550	-55%	-$554K	0.08%	69
2026 Q1	$933K	Sell	13,823 -2,600	-16%	-$180K	0.17%	41
2025 Q4	$1.08M	Buy	16,423 +11,128	+210%	+$729K	0.21%	37
2025 Q3	$346K	Hold	5,295	–	–	0.06%	180
2025 Q2	$328K	Hold	5,295	–	–	0.07%	67
2025 Q1	$309K	Buy	5,295 +20	+0.4%	+$1.24K	0.07%	61
2024 Q4	$329K	Hold	5,275	–	–	0.07%	72
2024 Q3	$329K	Buy	+5,275	New	+$318K	0.07%	56
2023 Q4	–	Sell	-5,275	Closed	-$264K	–	81
2023 Q3	$264K	Hold	5,275	–	–	0.07%	62
2023 Q2	$276K	Hold	5,275	–	–	0.07%	57
2023 Q1	$264K	Buy	+5,275	New	+$269K	0.08%	52
2022 Q4	–	Sell	-5,275	Closed	-$231K	–	65
2022 Q3	$231K	Buy	+5,275	New	+$255K	0.08%	46
2020 Q1	–	Sell	-222,010	Closed	-$9.14M	–	77
2019 Q4	$9.14M	Buy	222,010 +28,145	+15%	+$1.12M	3.13%	10
2019 Q3	$7.49M	Sell	193,865 -81,715	-30%	-$3.14M	2.88%	11
2019 Q2	$10.7M	Buy	275,580 +5,570	+2%	+$213K	4.16%	8
2019 Q1	$10.2M	Buy	270,010 +6,595	+3%	+$244K	3.93%	9
2018 Q4	$8.75M	Buy	+263,415	New	+$9.61M	3.42%	9

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

Requisite Capital Management's IJH Position: Q2 2026 in Review

Requisite Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 55% in Q2 2026, selling an estimated $554K and leaving 6,273 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #69.

Requisite Capital Management first reported a position in IJH in Q4 2018 and has held it in 17 quarters since. The position peaked at $10.7M in Q2 2019. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Requisite Capital Management held 6,273 shares of iShares Core S&P Mid-Cap ETF worth $484K as of Q2 2026.
Requisite Capital Management sold 7,550 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $554K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Requisite Capital Management's portfolio in Q2 2026, its #69 holding.
Requisite Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 17 quarters since.
Requisite Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $10.7M in Q2 2019.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Requisite Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.