Rosenblum Silverman Sutton’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rosenblum Silverman Sutton’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	$906K	Sell	11,743 -247	-2%	-$18.1K	0.22%	55
2026 Q1	$810K	Hold	11,990	–	–	0.21%	55
2025 Q4	$791K	Hold	11,990	–	–	0.18%	56
2025 Q3	$782K	Sell	11,990 -975	-8%	-$62.7K	0.18%	53
2025 Q2	$804K	Sell	12,965 -400	-3%	-$23.5K	0.19%	52
2025 Q1	$780K	Buy	13,365 +10	+0.1%	+$621	0.21%	48
2024 Q4	$832K	Hold	13,355	–	–	0.21%	51
2024 Q3	$832K	Buy	13,355 +120	+0.9%	+$7.24K	0.21%	51
2024 Q2	$775K	Hold	13,235	–	–	0.21%	51
2024 Q1	$804K	Hold	13,235	–	–	0.23%	52
2023 Q4	$734K	Sell	13,235 -150	-1%	-$7.61K	0.23%	52
2023 Q3	$668K	Buy	13,385 +275	+2%	+$14.4K	0.23%	54
2023 Q2	$686K	Sell	13,110 -130	-1%	-$6.46K	0.23%	53
2023 Q1	$662K	Sell	13,240 -280	-2%	-$14.3K	0.24%	48
2022 Q4	$654K	Buy	13,520 +200	+2%	+$9.66K	0.24%	49
2022 Q3	$584K	Sell	13,320 -845	-6%	-$40.9K	0.21%	56
2022 Q2	$641K	Buy	14,165 +45	+0.3%	+$2.22K	0.21%	54
2022 Q1	$758K	Hold	14,120	–	–	0.19%	50
2021 Q4	$799K	Buy	14,120 +3,435	+32%	+$191K	0.18%	51
2021 Q3	$562K	Hold	10,685	–	–	0.13%	53
2021 Q2	$574K	Sell	10,685 -490	-4%	-$26.5K	0.13%	52
2021 Q1	$582K	Buy	11,175 +1,985	+22%	+$99.1K	0.15%	52
2020 Q4	$422K	Sell	9,190 -910	-9%	-$38.3K	0.11%	53
2020 Q3	$374K	Sell	10,100 -3,760	-27%	-$141K	0.11%	55
2020 Q2	$493K	Buy	13,860 +120	+0.9%	+$3.98K	0.16%	50
2020 Q1	$395K	Buy	+13,740	New	+$511K	0.16%	58

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

Rosenblum Silverman Sutton's IJH Position: Q2 2026 in Review

Rosenblum Silverman Sutton reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $18.1K and leaving 11,743 shares worth $906K. The position accounts for 0.22% of the portfolio, ranked #55.

Rosenblum Silverman Sutton first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rosenblum Silverman Sutton held 11,743 shares of iShares Core S&P Mid-Cap ETF worth $906K as of Q2 2026.
Rosenblum Silverman Sutton sold 247 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $18.1K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #55 holding.
Rosenblum Silverman Sutton first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.