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

Strategic Equity 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	$437K	Hold	6,478	–	–	0.16%	47
2025 Q4	$428K	Sell	6,478 -875	-12%	-$57.3K	0.15%	49
2025 Q3	$480K	Hold	7,353	–	–	0.18%	42
2025 Q2	$456K	Sell	7,353 -112,204	-94%	-$6.59M	0.17%	46
2025 Q1	$6.98M	Sell	119,557 -110,838	-48%	-$6.88M	2.93%	12
2024 Q4	$14.4M	Buy	230,395 +223,648	+3,315%	+$14.3M	6.05%	6
2024 Q3	$420K	Sell	6,747 -71,630	-91%	-$4.32M	0.2%	39
2024 Q2	$4.59M	Buy	+78,377	New	+$4.6M	2.99%	11
2023 Q4	–	Sell	-5,880	Closed	-$293K	–	33
2023 Q3	$293K	Buy	+5,880	New	+$308K	0.11%	33

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

Strategic Equity Management's IJH Position: Q1 2026 in Review

Strategic Equity Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 6,478 shares worth $437K. The position accounts for 0.16% of the portfolio, ranked #47.

Strategic Equity Management first reported a position in IJH in Q3 2023 and has held it in 9 quarters since. The position peaked at $14.4M in Q4 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Strategic Equity Management held 6,478 shares of iShares Core S&P Mid-Cap ETF worth $437K as of Q1 2026.
Strategic Equity Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Strategic Equity Management's portfolio in Q1 2026, its #47 holding.
Strategic Equity Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 9 quarters since.
Strategic Equity Management's iShares Core S&P Mid-Cap ETF position peaked at $14.4M in Q4 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.