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

SP 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 Q1	$507K	Sell	7,502 -325	-4%	-$22.5K	0.04%	91
2025 Q4	$517K	Buy	7,827 +14	+0.2%	+$917	0.04%	97
2025 Q3	$510K	Buy	7,813 +96	+1%	+$6.17K	0.04%	98
2025 Q2	$479K	Buy	7,717 +8	+0.1%	+$470	0.04%	94
2025 Q1	$450K	Buy	7,709 +8	+0.1%	+$497	0.04%	93
2024 Q4	$480K	Buy	7,701 +11	+0.1%	+$705	0.04%	93
2024 Q3	$479K	Buy	7,690 +10	+0.1%	+$603	0.04%	92
2024 Q2	$449K	Buy	7,680 +728	+10%	+$42.8K	0.04%	95
2024 Q1	$422K	Buy	6,952 +7	+0.1%	+$396	0.04%	91
2023 Q4	$385K	Sell	6,945 -2,665	-28%	-$135K	0.04%	92
2023 Q3	$479K	Hold	9,610	–	–	0.05%	86
2023 Q2	$503K	Buy	9,610 +10	+0.1%	+$497	0.06%	85
2023 Q1	$480K	Sell	9,600 -1,195	-11%	-$60.9K	0.06%	86
2022 Q4	$522K	Buy	10,795 +1,070	+11%	+$51.7K	0.07%	86
2022 Q3	$426K	Buy	9,725 +30	+0.3%	+$1.45K	0.06%	88
2022 Q2	$439K	Buy	9,695 +15	+0.2%	+$740	0.06%	88
2022 Q1	$520K	Buy	9,680 +15	+0.2%	+$799	0.06%	90
2021 Q4	$513K	Buy	9,665 +15	+0.2%	+$835	0.05%	90
2021 Q3	$529K	Buy	9,650 +150	+2%	+$8.07K	0.06%	88
2021 Q2	$504K	Buy	9,500 +15	+0.2%	+$810	0.06%	83
2021 Q1	$517K	Sell	9,485 -3,220	-25%	-$161K	0.06%	79
2020 Q4	$628K	Buy	12,705 +20	+0.2%	+$843	0.09%	73
2020 Q3	$516K	Buy	12,685 +2,675	+27%	+$100K	0.08%	71
2020 Q2	$344K	Sell	10,010 -2,225	-18%	-$73.9K	0.07%	69
2020 Q1	$352K	Buy	12,235 +5	+0%	+$186	0.1%	62
2019 Q4	$504K	Sell	12,230 -115	-0.9%	-$4.56K	0.12%	52
2019 Q3	$477K	Buy	12,345 +4,195	+51%	+$161K	0.12%	51
2019 Q2	$317K	Sell	8,150 -4,175	-34%	-$160K	0.08%	60
2019 Q1	$467K	Buy	12,325 +10	+0.1%	+$369	0.13%	50
2018 Q4	$408K	Buy	12,315 +3,630	+42%	+$132K	0.12%	55
2018 Q3	$340K	Buy	8,685 +15	+0.2%	+$603	0.1%	62
2018 Q2	$348K	Buy	+8,670	New	+$335K	0.09%	62

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

SP Asset Management's IJH Position: Q1 2026 in Review

SP Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q1 2026, selling an estimated $22.5K and leaving 7,502 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #91.

SP Asset Management first reported a position in IJH in Q2 2018 and has held it in 32 quarters since. The position peaked at $628K in Q4 2020. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

SP Asset Management held 7,502 shares of iShares Core S&P Mid-Cap ETF worth $507K as of Q1 2026.
SP Asset Management 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 0.04% of SP Asset Management's portfolio in Q1 2026, its #91 holding.
SP Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
SP Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $628K in Q4 2020.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.