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 Q2	$527K	Hold	6,838	–	–	0.07%	122
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 $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

Sawgrass Asset Management's IJH Position: Q2 2026 in Review

Sawgrass Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,838 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #122.

Sawgrass Asset Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2024. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sawgrass Asset Management held 6,838 shares of iShares Core S&P Mid-Cap ETF worth $527K as of Q2 2026.
Sawgrass Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of Sawgrass Asset Management's portfolio in Q2 2026, its #122 holding.
Sawgrass Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Sawgrass Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.1M in Q3 2024.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.