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Salomon & Ludwin’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Salomon & Ludwin’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 		$24M Sell
352,625
-7,596
-2% -$527K 2.15% 13
2025
Q4 		$24.4M Sell
360,221
-7,683
-2% -$503K 2.16% 12
2025
Q3 		$24.2M Sell
367,904
-3,650
-1% -$235K 2.18% 11
2025
Q2 		$23.6M Sell
371,554
-14,253
-4% -$837K 2.33% 13
2025
Q1 		$22.5M Sell
385,807
-7,317
-2% -$454K 2.4% 13
2024
Q4 		$24.5M Sell
393,124
-25,849
-6% -$1.66M 2.6% 10
2024
Q3 		$26.1M Sell
418,973
-25,048
-6% -$1.51M 2.66% 10
2024
Q2 		$26M Sell
444,021
-111,368
-20% -$6.54M 2.9% 9
2024
Q1 		$33.7M Sell
555,389
-10,716
-2% -$607K 2.9% 7
2023
Q4 		$28.2M Hold
566,105
– – 2.95% 7
2023
Q3 		$28.2M Sell
566,105
-4,080
-0.7% -$214K 2.95% 7
2023
Q2 		$29.8M Sell
570,185
-3,830
-0.7% -$190K 3.17% 7
2023
Q1 		$28.7M Buy
574,015
+1,490
+0.3% +$75.9K 3.42% 6
2022
Q4 		$27.7M Sell
572,525
-47,055
-8% -$2.27M 3.51% 6
2022
Q3 		$27.2M Sell
619,580
-7,475
-1% -$361K 4.07% 6
2022
Q2 		$28.4M Buy
627,055
+95,115
+18% +$4.7M 4.39% 6
2022
Q1 		$28.5M Buy
531,940
+37,945
+8% +$2.02M 4.14% 6
2021
Q4 		$28M Sell
493,995
-6,720
-1% -$374K 3.96% 7
2021
Q3 		$26.3M Buy
500,715
+13,400
+3% +$721K 4.1% 8
2021
Q2 		$26.2M Buy
487,315
+5,400
+1% +$292K 4.11% 7
2021
Q1 		$25.1M Buy
481,915
+37,800
+9% +$1.89M 4.26% 7
2020
Q4 		$20.4M Buy
444,115
+13,065
+3% +$550K 3.78% 7
2020
Q3 		$16M Buy
431,050
+1,275
+0.3% +$47.7K 3.33% 7
2020
Q2 		$15.3M Buy
429,775
+429,175
+71,529% +$14.3M 3.29% 7
2020
Q1 		$17K Sell
600
-6,310
-91% -$235K ﹤0.01% 146
2019
Q4 		$284K Buy
6,910
+600
+10% +$23.8K 0.06% 41
2019
Q3 		$244K Hold
6,310
– – 0.05% 40
2019
Q2 		$245K Hold
6,310
– – 0.05% 40
2019
Q1 		$239K Hold
6,310
– – 0.05% 36
2018
Q4 		$210K Buy
+6,310
New +$230K 0.05% 38

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Salomon & Ludwin's IJH Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q1 2026, selling an estimated $527K and leaving 352,625 shares worth $24M. The position accounts for 2.15% of the portfolio, ranked #13.

Salomon & Ludwin first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $33.7M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Salomon & Ludwin held 352,625 shares of iShares Core S&P Mid-Cap ETF worth $24M as of Q1 2026.
  • Salomon & Ludwin sold 7,596 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $527K.
  • iShares Core S&P Mid-Cap ETF made up 2.15% of Salomon & Ludwin's portfolio in Q1 2026, its #13 holding.
  • Salomon & Ludwin first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's iShares Core S&P Mid-Cap ETF position peaked at $33.7M in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.