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 Q2	$1.78M	Buy	23,074 +500	+2%	+$36.7K	0.55%	51
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 $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

S.A. Mason's IJH Position: Q2 2026 in Review

S.A. Mason increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, buying an estimated $36.7K and bringing the position to 23,074 shares worth $1.78M. The position accounts for 0.55% of the portfolio, ranked #51.

S.A. Mason first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

S.A. Mason held 23,074 shares of iShares Core S&P Mid-Cap ETF worth $1.78M as of Q2 2026.
S.A. Mason bought 500 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $36.7K.
iShares Core S&P Mid-Cap ETF made up 0.55% of S.A. Mason's portfolio in Q2 2026, its #51 holding.
S.A. Mason first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.