SoundView Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SoundView Advisors’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	$13.6M	Sell	176,569 -876	-0.5%	-$64.3K	4.44%	7
2026 Q1	$12M	Buy	177,445 +467	+0.3%	+$32.4K	4.26%	7
2025 Q4	$11.7M	Buy	+176,978	New	+$11.6M	4.07%	7
2025 Q3	–	Sell	-174,391	Closed	-$10.8M	–	30
2025 Q2	$10.8M	Buy	174,391 +11,138	+7%	+$654K	3.98%	7
2025 Q1	$9.53M	Buy	163,253 +5,669	+4%	+$352K	3.93%	7
2024 Q4	$9.82M	Buy	+157,584	New	+$10.1M	4.05%	8

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

SoundView Advisors's IJH Position: Q2 2026 in Review

SoundView Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.49% in Q2 2026, selling an estimated $64.3K and leaving 176,569 shares worth $13.6M. The position accounts for 4.44% of the portfolio, ranked #7.

SoundView Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SoundView Advisors held 176,569 shares of iShares Core S&P Mid-Cap ETF worth $13.6M as of Q2 2026.
SoundView Advisors sold 876 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $64.3K.
iShares Core S&P Mid-Cap ETF made up 4.44% of SoundView Advisors's portfolio in Q2 2026, its #7 holding.
SoundView Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.