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

Stonebridge Capital 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
Q1 		$212K Sell
3,137
-1,422
-31% -$98.6K 0.01% 200
2025
Q4 		$301K Buy
4,559
+780
+21% +$51.1K 0.02% 168
2025
Q3 		$247K Sell
3,779
-303
-7% -$19.5K 0.02% 190
2025
Q2 		$253K Buy
4,082
+212
+5% +$12.4K 0.02% 187
2025
Q1 		$226K Sell
3,870
-235
-6% -$14.6K 0.02% 190
2024
Q4 		$256K Hold
4,105
– – 0.02% 190
2024
Q3 		$256K Buy
4,105
+135
+3% +$8.14K 0.02% 193
2024
Q2 		$232K Buy
3,970
+91
+2% +$5.35K 0.02% 193
2024
Q1 		$236K Buy
3,879
+189
+5% +$10.7K 0.02% 200
2023
Q4 		$205K Sell
3,690
-775
-17% -$39.3K 0.02% 206
2023
Q3 		$223K Buy
4,465
+555
+14% +$29.1K 0.02% 189
2023
Q2 		$204K Sell
3,910
-575
-13% -$28.6K 0.02% 202
2023
Q1 		$224K Buy
4,485
+355
+9% +$18.1K 0.03% 189
2022
Q4 		$200K Buy
4,130
+3,055
+284% +$148K 0.02% 202
2022
Q3 		$47K Hold
1,075
– – 0.01% 351
2022
Q2 		$49K Hold
1,075
– – 0.01% 353
2022
Q1 		$58K Sell
1,075
-295
-22% -$15.7K 0.01% 366
2021
Q4 		$77K Buy
1,370
+115
+9% +$6.4K 0.01% 301
2021
Q3 		$66K Sell
1,255
-1,120
-47% -$60.3K 0.01% 311
2021
Q2 		$126K Buy
2,375
+1,245
+110% +$67.2K 0.01% 320
2021
Q1 		$59K Buy
+1,130
New +$56.4K 0.01% 328
2020
Q3 		– Sell
-350
Closed -$12K – 422
2020
Q2 		$12K Hold
350
– – ﹤0.01% 471
2020
Q1 		$10K Hold
350
– – ﹤0.01% 481
2019
Q4 		$14K Hold
350
– – ﹤0.01% 503
2019
Q3 		$14K Buy
350
+80
+30% +$3.07K ﹤0.01% 508
2019
Q2 		$10K Buy
+270
New +$10.3K ﹤0.01% 572

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stonebridge Capital Advisors's IJH Position: Q1 2026 in Review

Stonebridge Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q1 2026, selling an estimated $98.6K and leaving 3,137 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #200.

Stonebridge Capital Advisors first reported a position in IJH in Q2 2019 and has held it in 26 quarters since. The position peaked at $301K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Stonebridge Capital Advisors held 3,137 shares of iShares Core S&P Mid-Cap ETF worth $212K as of Q1 2026.
  • Stonebridge Capital Advisors sold 1,422 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $98.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #200 holding.
  • Stonebridge Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 26 quarters since.
  • Stonebridge Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $301K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.