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

SCS Capital 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	$36.4M	Sell	472,307 -43,571	-8%	-$3.2M	0.34%	42
2026 Q1	$34.8M	Sell	515,878 -77,664	-13%	-$5.39M	0.37%	40
2025 Q4	$39.2M	Sell	593,542 -32,511	-5%	-$2.13M	0.42%	36
2025 Q3	$40.9M	Sell	626,053 -42,976	-6%	-$2.76M	0.45%	33
2025 Q2	$41.5M	Sell	669,029 -147,379	-18%	-$8.65M	0.46%	33
2025 Q1	$47.6M	Buy	816,408 +813,108	+24,640%	+$50.5M	0.61%	26
2024 Q4	$206K	Hold	3,300	–	–	﹤0.01%	69
2024 Q3	$206K	Buy	+3,300	New	+$199K	﹤0.01%	68
2024 Q2	–	Sell	-3,300	Closed	-$200K	–	69
2024 Q1	$200K	Buy	+3,300	New	+$187K	﹤0.01%	71
2023 Q1	–	Sell	-108,900	Closed	-$5.27M	–	60
2022 Q4	$5.27M	Sell	108,900 -11,415	-9%	-$551K	0.15%	41
2022 Q3	$5.28M	Buy	+120,315	New	+$5.82M	0.16%	39

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

SCS Capital Management's IJH Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q2 2026, selling an estimated $3.2M and leaving 472,307 shares worth $36.4M. The position accounts for 0.34% of the portfolio, ranked #42.

SCS Capital Management first reported a position in IJH in Q3 2022 and has held it in 11 quarters since. The position peaked at $47.6M in Q1 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SCS Capital Management held 472,307 shares of iShares Core S&P Mid-Cap ETF worth $36.4M as of Q2 2026.
SCS Capital Management sold 43,571 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.2M.
iShares Core S&P Mid-Cap ETF made up 0.34% of SCS Capital Management's portfolio in Q2 2026, its #42 holding.
SCS Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 11 quarters since.
SCS Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $47.6M in Q1 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.