Sawgrass Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sawgrass Asset Management’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	$462K	Buy	6,838 +150	+2%	+$10.4K	0.07%	132
2025 Q4	$441K	Sell	6,688 -1,278	-16%	-$83.7K	0.06%	135
2025 Q3	$520K	Buy	7,966 +358	+5%	+$23K	0.06%	126
2025 Q2	$472K	Sell	7,608 -2,367	-24%	-$139K	0.05%	128
2025 Q1	$582K	Sell	9,975 -2,825	-22%	-$175K	0.07%	116
2024 Q4	$798K	Sell	12,800 -4,910	-28%	-$315K	0.09%	105
2024 Q3	$1.1M	Buy	17,710 +7,175	+68%	+$433K	0.11%	95
2024 Q2	$617K	Buy	10,535 +3,435	+48%	+$202K	0.07%	119
2024 Q1	$431K	Hold	7,100	–	–	0.05%	139
2023 Q4	$394K	Buy	7,100 +300	+4%	+$15.2K	0.04%	146
2023 Q3	$339K	Hold	6,800	–	–	0.04%	154
2023 Q2	$356K	Hold	6,800	–	–	0.04%	139
2023 Q1	$340K	Hold	6,800	–	–	0.04%	133
2022 Q4	$329K	Buy	+6,800	New	+$329K	0.05%	135

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

Sawgrass Asset Management's IJH Position: Q1 2026 in Review

Sawgrass Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q1 2026, buying an estimated $10.4K and bringing the position to 6,838 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #132.

Sawgrass Asset Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sawgrass Asset Management held 6,838 shares of iShares Core S&P Mid-Cap ETF worth $462K as of Q1 2026.
Sawgrass Asset Management bought 150 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.4K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Sawgrass Asset Management's portfolio in Q1 2026, its #132 holding.
Sawgrass Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Sawgrass Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.1M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.