Shufro Rose & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Shufro Rose & Co’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	$742K	Sell	10,985 -325	-3%	-$22.5K	0.05%	142
2025 Q4	$746K	Sell	11,310 -50	-0.4%	-$3.27K	0.05%	141
2025 Q3	$663K	Hold	11,360	–	–	0.05%	147
2025 Q2	$663K	Hold	11,360	–	–	0.05%	148
2025 Q1	$663K	Buy	11,360 +69	+0.6%	+$4.29K	0.05%	149
2024 Q4	$704K	Buy	11,291 +2,951	+35%	+$189K	0.05%	138
2024 Q3	$488K	Hold	8,340	–	–	0.04%	176
2024 Q2	$488K	Buy	8,340 +390	+5%	+$22.9K	0.04%	176
2024 Q1	$483K	Buy	7,950 +65	+0.8%	+$3.68K	0.04%	178
2023 Q4	$393K	Hold	7,885	–	–	0.04%	189
2023 Q3	$393K	Hold	7,885	–	–	0.04%	190
2023 Q2	$412K	Hold	7,885	–	–	0.04%	189
2023 Q1	$395K	Hold	7,885	–	–	0.04%	194
2022 Q4	$381K	Hold	7,885	–	–	0.03%	200
2022 Q3	$346K	Sell	7,885 -150	-2%	-$7.25K	0.03%	203
2022 Q2	$364K	Hold	8,035	–	–	0.03%	202
2022 Q1	$431K	Buy	8,035 +2,435	+43%	+$130K	0.03%	198
2021 Q4	$317K	Buy	+5,600	New	+$312K	0.02%	219
2019 Q4	–	Sell	-2,760	Closed	-$107K	–	332
2019 Q3	$107K	Buy	+2,760	New	+$106K	0.01%	297

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

Shufro Rose & Co's IJH Position: Q1 2026 in Review

Shufro Rose & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, selling an estimated $22.5K and leaving 10,985 shares worth $742K. The position accounts for 0.05% of the portfolio, ranked #142.

Shufro Rose & Co first reported a position in IJH in Q3 2019 and has held it in 19 quarters since. The position peaked at $746K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Shufro Rose & Co held 10,985 shares of iShares Core S&P Mid-Cap ETF worth $742K as of Q1 2026.
Shufro Rose & Co sold 325 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22.5K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Shufro Rose & Co's portfolio in Q1 2026, its #142 holding.
Shufro Rose & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 19 quarters since.
Shufro Rose & Co's iShares Core S&P Mid-Cap ETF position peaked at $746K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.