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

Sims Investment 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	$205K	Buy	+2,855	New	+$209K	0.06%	38

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

Sims Investment Management's IJH Position: Q2 2026 in Review

Sims Investment Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,855 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #38 among its holdings.

2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sims Investment Management held 2,855 shares of iShares Core S&P Mid-Cap ETF worth $205K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Sims Investment Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Sims Investment Management's portfolio in Q2 2026, its #38 holding.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.