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

Summit Asset 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	$356K	Buy	5,268 +750	+17%	+$52K	0.05%	134
2025 Q4	$298K	Sell	4,518 -6,436	-59%	-$422K	0.04%	142
2025 Q3	$715K	Sell	10,954 -10	-0.1%	-$643	0.11%	88
2025 Q2	$680K	Sell	10,964 -52	-0.5%	-$3.05K	0.11%	87
2025 Q1	$643K	Sell	11,016 -422	-4%	-$26.2K	0.11%	88
2024 Q4	$713K	Sell	11,438 -217	-2%	-$13.9K	0.13%	82
2024 Q3	$726K	Hold	11,655	–	–	0.14%	80
2024 Q2	$682K	Buy	11,655 +575	+5%	+$33.8K	0.14%	78
2024 Q1	$673K	Hold	11,080	–	–	0.14%	73
2023 Q4	$614K	Hold	11,080	–	–	0.15%	74
2023 Q3	$553K	Hold	11,080	–	–	0.15%	77
2023 Q2	$579K	Buy	11,080 +310	+3%	+$15.4K	0.15%	74
2023 Q1	$539K	Sell	10,770 -710	-6%	-$36.2K	0.15%	76
2022 Q4	$555K	Buy	11,480 +3,100	+37%	+$150K	0.16%	74
2022 Q3	$367K	Hold	8,380	–	–	0.12%	94
2022 Q2	$379K	Hold	8,380	–	–	0.12%	101
2022 Q1	$450K	Hold	8,380	–	–	0.13%	93
2021 Q4	$474K	Hold	8,380	–	–	0.13%	93
2021 Q3	$441K	Hold	8,380	–	–	0.14%	87
2021 Q2	$450K	Hold	8,380	–	–	0.14%	82
2021 Q1	$436K	Hold	8,380	–	–	0.15%	82
2020 Q4	$385K	Hold	8,380	–	–	0.14%	92
2020 Q3	$311K	Sell	8,380 -935	-10%	-$35K	0.13%	94
2020 Q2	$331K	Hold	9,315	–	–	0.15%	82
2020 Q1	$268K	Hold	9,315	–	–	0.14%	85
2019 Q4	$383K	Hold	9,315	–	–	0.16%	72
2019 Q3	$360K	Hold	9,315	–	–	0.17%	70
2019 Q2	$362K	Hold	9,315	–	–	0.17%	69
2019 Q1	$353K	Hold	9,315	–	–	0.17%	68
2018 Q4	$309K	Sell	9,315 -145	-2%	-$5.29K	0.17%	70
2018 Q3	$381K	Hold	9,460	–	–	0.18%	67
2018 Q2	$369K	Hold	9,460	–	–	0.18%	68
2018 Q1	$355K	Buy	+9,460	New	+$362K	0.17%	68

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

Summit Asset Management's IJH Position: Q1 2026 in Review

Summit Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q1 2026, buying an estimated $52K and bringing the position to 5,268 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #134.

Summit Asset Management first reported a position in IJH in Q1 2018 and has held it in 33 quarters since. The position peaked at $726K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Summit Asset Management held 5,268 shares of iShares Core S&P Mid-Cap ETF worth $356K as of Q1 2026.
Summit Asset Management bought 750 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $52K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Summit Asset Management's portfolio in Q1 2026, its #134 holding.
Summit Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
Summit Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $726K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.