SlateStone Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SlateStone Wealth’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	$11.4M	Buy	148,393 +4,568	+3%	+$335K	0.88%	36
2026 Q1	$9.71M	Buy	143,825 +6,437	+5%	+$447K	0.8%	40
2025 Q4	$9.07M	Buy	137,388 +6,907	+5%	+$452K	0.76%	41
2025 Q3	$8.52M	Buy	130,481 +11,375	+10%	+$731K	0.74%	42
2025 Q2	$7.39M	Buy	119,106 +3,259	+3%	+$191K	0.69%	46
2025 Q1	$6.76M	Sell	115,847 -164	-0.1%	-$10.2K	0.68%	48
2024 Q4	$7.23M	Buy	116,011 +13,346	+13%	+$856K	0.71%	46
2024 Q3	$6.4M	Buy	102,665 +270	+0.3%	+$16.3K	0.58%	50
2024 Q2	$5.99M	Buy	102,395 +2,090	+2%	+$123K	0.65%	41
2024 Q1	$6.09M	Buy	100,305 +8,615	+9%	+$488K	0.61%	48
2023 Q4	$5.08M	Buy	91,690 +9,035	+11%	+$458K	0.66%	42
2023 Q3	$4.12M	Buy	82,655 +41,235	+100%	+$2.16M	0.6%	46
2023 Q2	$2.17M	Buy	41,420 +1,030	+3%	+$51.2K	0.41%	55
2023 Q1	$2.02M	Buy	40,390 +15,500	+62%	+$790K	0.42%	54
2022 Q4	$1.2M	Buy	24,890 +7,000	+39%	+$338K	0.29%	75
2022 Q3	$785K	Sell	17,890 -695	-4%	-$33.6K	0.21%	92
2022 Q2	$841K	Buy	18,585 +12,935	+229%	+$639K	0.21%	85
2022 Q1	$303K	Hold	5,650	–	–	0.07%	145
2021 Q4	$320K	Hold	5,650	–	–	0.07%	147
2021 Q3	$297K	Hold	5,650	–	–	0.07%	141
2021 Q2	$304K	Hold	5,650	–	–	0.07%	142
2021 Q1	$294K	Hold	5,650	–	–	0.07%	140
2020 Q4	$260K	Hold	5,650	–	–	0.06%	144
2020 Q3	$209K	Hold	5,650	–	–	0.05%	166
2020 Q2	$201K	Buy	+5,650	New	+$188K	0.04%	165

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

SlateStone Wealth's IJH Position: Q2 2026 in Review

SlateStone Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, buying an estimated $335K and bringing the position to 148,393 shares worth $11.4M. The position accounts for 0.88% of the portfolio, ranked #36.

SlateStone Wealth first reported a position in IJH in Q2 2020 and has held it in 25 quarters since. 842 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SlateStone Wealth held 148,393 shares of iShares Core S&P Mid-Cap ETF worth $11.4M as of Q2 2026.
SlateStone Wealth bought 4,568 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $335K.
iShares Core S&P Mid-Cap ETF made up 0.88% of SlateStone Wealth's portfolio in Q2 2026, its #36 holding.
SlateStone Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
842 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.