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 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 $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

Rosenblum Silverman Sutton's IJH Position: Q1 2026 in Review

Rosenblum Silverman Sutton held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 11,990 shares worth $810K. The position accounts for 0.21% of the portfolio, ranked #55.

Rosenblum Silverman Sutton first reported a position in IJH in Q1 2020 and has held it in 25 quarters since. The position peaked at $832K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Rosenblum Silverman Sutton held 11,990 shares of iShares Core S&P Mid-Cap ETF worth $810K as of Q1 2026.
Rosenblum Silverman Sutton left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.21% of Rosenblum Silverman Sutton's portfolio in Q1 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 25 quarters since.
Rosenblum Silverman Sutton's iShares Core S&P Mid-Cap ETF position peaked at $832K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.