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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
Q2 		$304K Buy
3,937
+800
+26% +$58.7K 0.02% 179
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 Buy
1,255
+10
+0.8% +$538 0.01% 311
2021
Q2 		$67K Buy
1,245
+115
+10% +$6.21K 0.01% 309
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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stonebridge Capital Advisors's IJH Position: Q2 2026 in Review

Stonebridge Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q2 2026, buying an estimated $58.7K and bringing the position to 3,937 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #179.

Stonebridge Capital Advisors first reported a position in IJH in Q2 2019 and has held it in 27 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Stonebridge Capital Advisors held 3,937 shares of iShares Core S&P Mid-Cap ETF worth $304K as of Q2 2026.
  • Stonebridge Capital Advisors bought 800 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $58.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #179 holding.
  • Stonebridge Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.