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Sandbox Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sandbox Financial Partners’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 		$12M Buy
178,414
+13,476
+8% +$935K 3.39% 8
2025
Q4 		$10.9M Buy
164,938
+9,173
+6% +$601K 3.01% 9
2025
Q3 		$10.2M Buy
155,765
+7,984
+5% +$513K 2.91% 10
2025
Q2 		$9.17M Buy
147,781
+141,577
+2,282% +$8.31M 2.89% 10
2025
Q1 		$362K Sell
6,204
-134,733
-96% -$8.37M 0.13% 79
2024
Q4 		$8.78M Sell
140,937
-42,577
-23% -$2.73M 2.93% 10
2024
Q3 		$11.4M Buy
183,514
+8,432
+5% +$508K 4.05% 5
2024
Q2 		$10.2M Buy
175,082
+9,010
+5% +$529K 3.93% 6
2024
Q1 		$10.1M Buy
166,072
+2,792
+2% +$158K 4.24% 5
2023
Q4 		$9.05M Buy
163,280
+2,100
+1% +$107K 4.25% 7
2023
Q3 		$8.04M Buy
161,180
+14,765
+10% +$774K 4.25% 8
2023
Q2 		$7.66M Buy
146,415
+12,405
+9% +$617K 4% 7
2023
Q1 		$6.7M Buy
134,010
+5,835
+5% +$297K 4.05% 9
2022
Q4 		$6.2M Buy
128,175
+3,240
+3% +$157K 4.29% 9
2022
Q3 		$5.48M Buy
124,935
+2,295
+2% +$111K 4.01% 8
2022
Q2 		$5.55M Buy
122,640
+2,965
+2% +$146K 3.95% 8
2022
Q1 		$6.42M Buy
119,675
+45,860
+62% +$2.44M 3.67% 8
2021
Q4 		$4.18M Buy
73,815
+10,745
+17% +$598K 2.62% 7
2021
Q3 		$3.32M Buy
+63,070
New +$3.39M 2.37% 7

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

Sandbox Financial Partners's IJH Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q1 2026, buying an estimated $935K and bringing the position to 178,414 shares worth $12M. The position accounts for 3.39% of the portfolio, ranked #8.

Sandbox Financial Partners first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Sandbox Financial Partners held 178,414 shares of iShares Core S&P Mid-Cap ETF worth $12M as of Q1 2026.
  • Sandbox Financial Partners bought 13,476 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $935K.
  • iShares Core S&P Mid-Cap ETF made up 3.39% of Sandbox Financial Partners's portfolio in Q1 2026, its #8 holding.
  • Sandbox Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.