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

Sherman 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	$2.75M	Hold	35,646	–	–	2.13%	10
2026 Q1	$2.41M	Hold	35,646	–	–	2.21%	10
2025 Q4	$2.35M	Hold	35,646	–	–	1.99%	12
2025 Q3	$2.33M	Hold	35,646	–	–	2.01%	12
2025 Q2	$2.21M	Sell	35,646 -209	-0.6%	-$12.3K	1.96%	13
2025 Q1	$2.09M	Sell	35,855 -6,170	-15%	-$383K	2%	14
2024 Q4	$2.62M	Buy	+42,025	New	+$2.7M	2.4%	12

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

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

Sherman Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 35,646 shares worth $2.75M. The position accounts for 2.13% of the portfolio, ranked #10.

Sherman Asset Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sherman Asset Management held 35,646 shares of iShares Core S&P Mid-Cap ETF worth $2.75M as of Q2 2026.
Sherman 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 2.13% of Sherman Asset Management's portfolio in Q2 2026, its #10 holding.
Sherman Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.