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

Summit Financial’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 		$29.5M Buy
436,907
+4,163
+1% +$289K 0.38% 49
2025
Q4 		$28.6M Sell
432,744
-7,414
-2% -$486K 0.42% 43
2025
Q3 		$28.7M Buy
440,158
+56,342
+15% +$3.62M 0.44% 36
2025
Q2 		$23.8M Sell
383,816
-7,570
-2% -$444K 0.54% 33
2025
Q1 		$22.8M Buy
391,386
+194,926
+99% +$12.1M 0.64% 31
2024
Q4 		$12.2M Buy
196,460
+4,382
+2% +$281K 0.43% 41
2024
Q3 		$12M Buy
192,078
+113,240
+144% +$6.83M 0.47% 38
2024
Q2 		$4.61M Buy
78,838
+1,952
+3% +$115K 0.21% 82
2024
Q1 		$4.67M Buy
76,886
+6,061
+9% +$343K 0.28% 47
2023
Q4 		$3.93M Sell
70,825
-5,505
-7% -$279K 0.26% 55
2023
Q3 		$3.82M Buy
76,330
+1,775
+2% +$93K 0.28% 50
2023
Q2 		$3.9M Buy
74,555
+29,880
+67% +$1.49M 0.28% 48
2023
Q1 		$2.24M Buy
44,675
+3,010
+7% +$153K 0.2% 55
2022
Q4 		$2.02M Sell
41,665
-25,860
-38% -$1.25M 0.19% 62
2022
Q3 		$2.96M Buy
67,525
+11,435
+20% +$553K 0.28% 42
2022
Q2 		$2.54M Sell
56,090
-2,525
-4% -$125K 0.24% 47
2022
Q1 		$3.15M Sell
58,615
-4,810
-8% -$256K 0.25% 43
2021
Q4 		$3.59M Buy
63,425
+1,965
+3% +$109K 0.27% 35
2021
Q3 		$3.23M Buy
61,460
+9,725
+19% +$523K 0.28% 33
2021
Q2 		$2.78M Buy
51,735
+25,115
+94% +$1.36M 0.28% 31
2021
Q1 		$1.39M Buy
26,620
+5,440
+26% +$272K 0.18% 24
2020
Q4 		$973K Buy
+21,180
New +$892K 0.14% 25

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

Summit Financial's IJH Position: Q1 2026 in Review

Summit Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.96% in Q1 2026, buying an estimated $289K and bringing the position to 436,907 shares worth $29.5M. The position accounts for 0.38% of the portfolio, ranked #49.

Summit Financial first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Summit Financial held 436,907 shares of iShares Core S&P Mid-Cap ETF worth $29.5M as of Q1 2026.
  • Summit Financial bought 4,163 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $289K.
  • iShares Core S&P Mid-Cap ETF made up 0.38% of Summit Financial's portfolio in Q1 2026, its #49 holding.
  • Summit Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.