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

Sunbeam Capital 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 Q2	$964K	Buy	+12,502	New	+$917K	0.44%	47

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunbeam Capital Management's IJH Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 12,502 shares worth $964K. The stake represents 0.44% of the portfolio and ranks #47 among its holdings.

1,434 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sunbeam Capital Management held 12,502 shares of iShares Core S&P Mid-Cap ETF worth $964K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Sunbeam Capital Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.44% of Sunbeam Capital Management's portfolio in Q2 2026, its #47 holding.
1,434 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.