Robinswood Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Robinswood Financial’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	$13.3M	Sell	172,241 -1,816	-1%	-$133K	3.81%	12
2026 Q1	$11.8M	Sell	174,057 -4,495	-3%	-$312K	3.7%	13
2025 Q4	$11.8M	Sell	178,552 -10,521	-6%	-$689K	3.77%	13
2025 Q3	$12.3M	Sell	189,073 -21,378	-10%	-$1.37M	4.12%	12
2025 Q2	$13.1M	Sell	210,451 -15,257	-7%	-$896K	4.62%	11
2025 Q1	$13.2M	Buy	225,708 +2,361	+1%	+$147K	4.87%	11
2024 Q4	$13.9M	Sell	223,347 -162	-0.1%	-$10.4K	5.26%	7
2024 Q3	$13.9M	Buy	223,509 +7,238	+3%	+$436K	5.18%	9
2024 Q2	$12.7M	Buy	216,271 +5,700	+3%	+$335K	5.12%	8
2024 Q1	$12.7M	Sell	210,571 -7,624	-3%	-$432K	5.43%	8
2023 Q4	$12.1M	Buy	218,195 +6,670	+3%	+$338K	5.23%	9
2023 Q3	$10.5M	Sell	211,525 -180	-0.1%	-$9.43K	5.03%	11
2023 Q2	$11.1M	Buy	+211,705	New	+$10.5M	5.14%	10

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

Robinswood Financial's IJH Position: Q2 2026 in Review

Robinswood Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, selling an estimated $133K and leaving 172,241 shares worth $13.3M. The position accounts for 3.81% of the portfolio, ranked #12.

Robinswood Financial first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.9M in Q3 2024. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Robinswood Financial held 172,241 shares of iShares Core S&P Mid-Cap ETF worth $13.3M as of Q2 2026.
Robinswood Financial sold 1,816 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $133K.
iShares Core S&P Mid-Cap ETF made up 3.81% of Robinswood Financial's portfolio in Q2 2026, its #12 holding.
Robinswood Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's iShares Core S&P Mid-Cap ETF position peaked at $13.9M in Q3 2024.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.