Roble Belko & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Roble Belko & Company’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	$138K	Sell	2,042 -290	-12%	-$20.1K	0.02%	156
2025 Q4	$154K	Buy	2,332 +5	+0.2%	+$328	0.02%	139
2025 Q3	$152K	Buy	2,327 +3	+0.1%	+$193	0.02%	118
2025 Q2	$144K	Buy	2,324 +399	+21%	+$23.4K	0.02%	124
2025 Q1	$112K	Buy	1,925 +954	+98%	+$59.2K	0.02%	129
2024 Q4	$60K	Buy	971 +4	+0.4%	+$257	0.01%	161
2024 Q3	$60K	Buy	967 +4	+0.4%	+$241	0.01%	158
2024 Q2	$56K	Buy	963 +3	+0.3%	+$176	0.01%	166
2024 Q1	$58K	Hold	960	–	–	0.01%	166
2023 Q4	$53K	Buy	960 +10	+1%	+$507	0.01%	155
2023 Q3	$47K	Sell	950 -340	-26%	-$17.8K	0.01%	146
2023 Q2	$67K	Buy	1,290 +5	+0.4%	+$248	0.01%	132
2023 Q1	$64K	Sell	1,285 -900	-41%	-$45.9K	0.01%	144
2022 Q4	$106K	Buy	2,185 +10	+0.5%	+$483	0.02%	124
2022 Q3	$95K	Hold	2,175	–	–	0.02%	126
2022 Q2	$98K	Buy	2,175 +595	+38%	+$29.4K	0.02%	125
2022 Q1	$85K	Buy	1,580 +255	+19%	+$13.6K	0.02%	141
2021 Q4	$75K	Sell	1,325 -140	-10%	-$7.79K	0.01%	137
2021 Q3	$77K	Buy	1,465 +140	+11%	+$7.53K	0.02%	130
2021 Q2	$71K	Hold	1,325	–	–	0.02%	140
2021 Q1	$69K	Hold	1,325	–	–	0.02%	132
2020 Q4	$61K	Sell	1,325 -100	-7%	-$4.21K	0.02%	126
2020 Q3	$53K	Sell	1,425 -760	-35%	-$28.4K	0.02%	131
2020 Q2	$78K	Buy	2,185 +85	+4%	+$2.82K	0.02%	125
2020 Q1	$60K	Hold	2,100	–	–	0.02%	137
2019 Q4	$86K	Buy	2,100 +5	+0.2%	+$198	0.02%	133
2019 Q3	$81K	Hold	2,095	–	–	0.02%	128
2019 Q2	$81K	Buy	2,095 +1,240	+145%	+$47.5K	0.03%	125
2019 Q1	$32K	Hold	855	–	–	0.01%	140
2018 Q4	$28K	Sell	855 -185	-18%	-$6.75K	0.01%	137
2018 Q3	$27K	Hold	1,040	–	–	0.01%	139
2018 Q2	$41K	Hold	1,040	–	–	0.02%	120
2018 Q1	$39K	Hold	1,040	–	–	0.02%	136
2017 Q4	$39K	Hold	1,040	–	–	0.02%	127
2017 Q3	$37K	Hold	1,040	–	–	0.02%	103
2017 Q2	$36K	Sell	1,040 -350	-25%	-$12.1K	0.02%	100
2017 Q1	$48K	Hold	1,390	–	–	0.02%	93
2016 Q4	$46K	Hold	1,390	–	–	0.02%	102
2016 Q3	$43K	Sell	1,390 -1,055	-43%	-$32.6K	0.02%	114
2016 Q2	$73K	Hold	2,445	–	–	0.04%	91
2016 Q1	$70K	Hold	2,445	–	–	0.04%	83
2015 Q4	$68K	Hold	2,445	–	–	0.04%	79
2015 Q3	$67K	Hold	2,445	–	–	0.04%	77
2015 Q2	$73K	Hold	2,445	–	–	0.04%	80
2015 Q1	$74K	Buy	+2,445	New	+$72.3K	0.04%	77

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

Roble Belko & Company's IJH Position: Q1 2026 in Review

Roble Belko & Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, selling an estimated $20.1K and leaving 2,042 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #156.

Roble Belko & Company first reported a position in IJH in Q1 2015 and has held it in 45 quarters since. The position peaked at $154K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Roble Belko & Company held 2,042 shares of iShares Core S&P Mid-Cap ETF worth $138K as of Q1 2026.
Roble Belko & Company sold 290 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.1K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Roble Belko & Company's portfolio in Q1 2026, its #156 holding.
Roble Belko & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's iShares Core S&P Mid-Cap ETF position peaked at $154K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.