Stephenson & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stephenson & Company’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	$7.27M	Buy	107,702 +3,363	+3%	+$233K	3.94%	8
2025 Q4	$6.89M	Buy	104,339 +3,198	+3%	+$209K	3.78%	8
2025 Q3	$6.6M	Buy	101,141 +2,198	+2%	+$141K	3.79%	8
2025 Q2	$6.14M	Buy	98,943 +3,653	+4%	+$214K	3.73%	7
2025 Q1	$5.56M	Buy	95,290 +1,627	+2%	+$101K	3.61%	7
2024 Q4	$5.84M	Buy	93,663 +4,166	+5%	+$267K	3.93%	8
2024 Q3	$5.58M	Buy	89,497 +2,714	+3%	+$164K	3.77%	8
2024 Q2	$5.08M	Buy	86,783 +1,191	+1%	+$70K	3.76%	7
2024 Q1	$5.2M	Buy	85,592 +7,527	+10%	+$426K	3.8%	7
2023 Q4	$4.33M	Buy	+78,065	New	+$3.96M	3.63%	8

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

Stephenson & Company's IJH Position: Q1 2026 in Review

Stephenson & Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q1 2026, buying an estimated $233K and bringing the position to 107,702 shares worth $7.27M. The position accounts for 3.94% of the portfolio, ranked #8.

Stephenson & Company first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Stephenson & Company held 107,702 shares of iShares Core S&P Mid-Cap ETF worth $7.27M as of Q1 2026.
Stephenson & Company bought 3,363 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $233K.
iShares Core S&P Mid-Cap ETF made up 3.94% of Stephenson & Company's portfolio in Q1 2026, its #8 holding.
Stephenson & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.