Stevens Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stevens Capital Partners’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	$1M	Buy	14,860 +290	+2%	+$20.1K	0.24%	64
2025 Q4	$962K	Buy	14,570 +6,156	+73%	+$403K	0.25%	58
2025 Q3	$549K	Buy	8,414 +269	+3%	+$17.3K	0.16%	64
2025 Q2	$510K	Buy	8,145 +447	+6%	+$26.2K	0.18%	58
2025 Q1	$449K	Sell	7,698 -1,452	-16%	-$90.2K	0.21%	44
2024 Q4	$570K	Buy	9,150 +1,125	+14%	+$72.2K	0.26%	45
2024 Q3	$500K	Sell	8,025 -117	-1%	-$7.06K	0.24%	43
2024 Q2	$476K	Buy	8,142 +37	+0.5%	+$2.17K	0.25%	41
2024 Q1	$492K	Buy	8,105 +55	+0.7%	+$3.11K	0.29%	38
2023 Q4	$446K	Buy	8,050 +330	+4%	+$16.7K	0.31%	38
2023 Q3	$385K	Sell	7,720 -110	-1%	-$5.76K	0.31%	40
2023 Q2	$410K	Sell	7,830 -290	-4%	-$14.4K	0.32%	40
2023 Q1	$406K	Buy	8,120 +575	+8%	+$29.3K	0.34%	41
2022 Q4	$365K	Buy	+7,545	New	+$365K	0.32%	43

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

Stevens Capital Partners's IJH Position: Q1 2026 in Review

Stevens Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2026, buying an estimated $20.1K and bringing the position to 14,860 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #64.

Stevens Capital Partners first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Stevens Capital Partners held 14,860 shares of iShares Core S&P Mid-Cap ETF worth $1M as of Q1 2026.
Stevens Capital Partners bought 290 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.1K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Stevens Capital Partners's portfolio in Q1 2026, its #64 holding.
Stevens Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.