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Robertson Stephens Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Robertson Stephens Wealth 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 		$16.5M Buy
214,214
+11,918
+6% +$874K 0.41% 46
2026
Q1 		$13.7M Buy
202,296
+1,038
+0.5% +$72K 0.38% 48
2025
Q4 		$13.3M Buy
201,258
+1,597
+0.8% +$105K 0.35% 53
2025
Q3 		$13M Sell
199,661
-8,365
-4% -$538K 0.39% 48
2025
Q2 		$12.9M Sell
208,026
-5,860
-3% -$344K 0.41% 48
2025
Q1 		$12.5M Buy
213,886
+8,277
+4% +$514K 0.43% 48
2024
Q4 		$12.8M Buy
205,609
+13,824
+7% +$887K 0.45% 45
2024
Q3 		$12M Buy
191,785
+171,467
+844% +$10.3M 0.43% 50
2024
Q2 		$1.19M Buy
20,318
+525
+3% +$30.8K 0.06% 202
2024
Q1 		$1.2M Sell
19,793
-14,267
-42% -$808K 0.06% 212
2023
Q4 		$1.89M Sell
34,060
-95,395
-74% -$4.84M 0.11% 147
2023
Q3 		$6.49M Buy
129,455
+62,900
+95% +$3.3M 0.44% 45
2023
Q2 		$3.48M Sell
66,555
-182,005
-73% -$9.05M 0.25% 91
2023
Q1 		$12.4M Buy
248,560
+57,995
+30% +$2.95M 0.96% 22
2022
Q4 		$9.22M Buy
190,565
+28,290
+17% +$1.37M 0.9% 23
2022
Q3 		$7.12M Sell
162,275
-37,680
-19% -$1.82M 0.74% 32
2022
Q2 		$9.05M Sell
199,955
-21,780
-10% -$1.08M 0.85% 28
2022
Q1 		$11.9M Buy
221,735
+99,605
+82% +$5.3M 1% 21
2021
Q4 		$6.91M Buy
122,130
+106,635
+688% +$5.94M 0.58% 35
2021
Q3 		$815K Buy
15,495
+455
+3% +$24.5K 0.09% 144
2021
Q2 		$808K Sell
15,040
-1,800
-11% -$97.2K 0.1% 154
2021
Q1 		$876K Buy
16,840
+5,490
+48% +$274K 0.14% 114
2020
Q4 		$521K Sell
11,350
-505
-4% -$21.3K 0.11% 137
2020
Q3 		$439K Sell
11,855
-1,510
-11% -$56.5K 0.11% 146
2020
Q2 		$475K Sell
13,365
-66,225
-83% -$2.2M 0.14% 112
2020
Q1 		$2.29M Buy
79,590
+25,570
+47% +$951K 0.78% 34
2019
Q4 		$2.22M Sell
54,020
-7,130
-12% -$283K 1.12% 25
2019
Q3 		$2.36M Buy
61,150
+3,225
+6% +$124K 1.2% 22
2019
Q2 		$2.25M Buy
57,925
+4,205
+8% +$161K 2.19% 14
2019
Q1 		$2.04M Buy
53,720
+10,880
+25% +$402K 1.74% 19
2018
Q4 		$1.42M Buy
+42,840
New +$1.56M 1.42% 20

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Robertson Stephens Wealth Management's IJH Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, buying an estimated $874K and bringing the position to 214,214 shares worth $16.5M. The position accounts for 0.41% of the portfolio, ranked #46.

Robertson Stephens Wealth Management first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 1,381 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Robertson Stephens Wealth Management held 214,214 shares of iShares Core S&P Mid-Cap ETF worth $16.5M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 11,918 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $874K.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,381 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.