Roundview Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Roundview Capital’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	$564K	Hold	8,348	–	–	0.04%	253
2025 Q4	$551K	Buy	8,348 +220	+3%	+$14.4K	0.03%	245
2025 Q3	$530K	Hold	8,128	–	–	0.03%	254
2025 Q2	$504K	Sell	8,128 -513	-6%	-$30.1K	0.03%	260
2025 Q1	$504K	Buy	8,641 +1,530	+22%	+$95K	0.04%	255
2024 Q4	$443K	Buy	7,111 +463	+7%	+$29.7K	0.03%	278
2024 Q3	$414K	Buy	6,648 +495	+8%	+$29.9K	0.03%	286
2024 Q2	$360K	Buy	6,153 +22	+0.4%	+$1.29K	0.03%	280
2024 Q1	$372K	Buy	+6,131	New	+$347K	0.03%	277
2022 Q2	–	Sell	-5,465	Closed	-$293K	–	285
2022 Q1	$293K	Buy	+5,465	New	+$291K	0.03%	261

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

Roundview Capital's IJH Position: Q1 2026 in Review

Roundview Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 8,348 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #253.

Roundview Capital first reported a position in IJH in Q1 2022 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Roundview Capital held 8,348 shares of iShares Core S&P Mid-Cap ETF worth $564K as of Q1 2026.
Roundview Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Roundview Capital's portfolio in Q1 2026, its #253 holding.
Roundview Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.