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 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 $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

Requisite Capital Management's IJH Position: Q1 2026 in Review

Requisite Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $180K and leaving 13,823 shares worth $933K. The position accounts for 0.17% of the portfolio, ranked #41.

Requisite Capital Management first reported a position in IJH in Q4 2018 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Requisite Capital Management held 13,823 shares of iShares Core S&P Mid-Cap ETF worth $933K as of Q1 2026.
Requisite Capital Management sold 2,600 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $180K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Requisite Capital Management's portfolio in Q1 2026, its #41 holding.
Requisite Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 16 quarters since.
Requisite Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $10.7M in Q2 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.