Summitry LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$915K Buy
+11,869
New +$871K 0.03% 104
2024
Q4
Sell
-5,823
Closed -$363K 149
2024
Q3
$363K Buy
+5,823
New +$351K 0.02% 93
2024
Q2
Sell
-4,000
Closed -$243K 119
2024
Q1
$243K Buy
+4,000
New +$226K 0.01% 96

Other funds holding IJH

Summitry LLC's IJH Position: Q2 2026 in Review

Summitry LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 11,869 shares worth $915K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings. This is a return to the name: Summitry LLC previously reported a position in IJH as recently as Q3 2024.

Summitry LLC first reported a position in IJH in Q1 2024 and has held it in 3 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Summitry LLC held 11,869 shares of iShares Core S&P Mid-Cap ETF worth $915K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Summitry LLC position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #104 holding.
  • Summitry LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.