S.A. Mason’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

S.A. Mason’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	$1.52M	Buy	22,574 +1,850	+9%	+$128K	0.57%	47
2025 Q4	$1.37M	Buy	20,724 +96	+0.5%	+$6.29K	0.54%	54
2025 Q3	$1.35M	Hold	20,628	–	–	0.59%	43
2025 Q2	$1.28M	Sell	20,628 -50	-0.2%	-$2.94K	0.62%	41
2025 Q1	$1.21M	Buy	20,678 +972	+5%	+$60.4K	0.64%	43
2024 Q4	$1.23M	Hold	19,706	–	–	0.64%	41
2024 Q3	$1.23M	Buy	19,706 +1,585	+9%	+$95.6K	0.65%	40
2024 Q2	$1.06M	Buy	18,121 +616	+4%	+$36.2K	0.6%	44
2024 Q1	$1.06M	Buy	17,505 +30	+0.2%	+$1.7K	0.64%	43
2023 Q4	$969K	Hold	17,475	–	–	0.65%	40
2023 Q3	$871K	Buy	17,475 +85	+0.5%	+$4.45K	0.63%	41
2023 Q2	$870K	Hold	17,390	–	–	0.63%	38
2023 Q1	$870K	Sell	17,390 -6,000	-26%	-$306K	0.63%	38
2022 Q4	$1.13M	Hold	23,390	–	–	0.85%	25
2022 Q3	$1.03M	Hold	23,390	–	–	0.81%	29
2022 Q2	$1.06M	Hold	23,390	–	–	0.77%	31
2022 Q1	$1.25M	Hold	23,390	–	–	0.78%	31
2021 Q4	$1.32M	Hold	23,390	–	–	0.8%	31
2021 Q3	$1.23M	Hold	23,390	–	–	0.81%	31
2021 Q2	$1.26M	Hold	23,390	–	–	0.86%	30
2021 Q1	$1.22M	Buy	23,390 +6,000	+35%	+$300K	0.91%	27
2020 Q4	$799K	Hold	17,390	–	–	0.67%	39
2020 Q3	$645K	Hold	17,390	–	–	0.61%	48
2020 Q2	$618K	Buy	17,390 +550	+3%	+$18.3K	0.65%	44
2020 Q1	$485K	Hold	16,840	–	–	0.59%	46
2019 Q4	$693K	Buy	+16,840	New	+$667K	0.66%	38

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

S.A. Mason's IJH Position: Q1 2026 in Review

S.A. Mason increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q1 2026, buying an estimated $128K and bringing the position to 22,574 shares worth $1.52M. The position accounts for 0.57% of the portfolio, ranked #47.

S.A. Mason first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

S.A. Mason held 22,574 shares of iShares Core S&P Mid-Cap ETF worth $1.52M as of Q1 2026.
S.A. Mason bought 1,850 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $128K.
iShares Core S&P Mid-Cap ETF made up 0.57% of S.A. Mason's portfolio in Q1 2026, its #47 holding.
S.A. Mason first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.