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

Sunpointe’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	$1.38M	Sell	17,928 -18,662	-51%	-$1.37M	0.39%	57
2026 Q1	$2.47M	Buy	36,590 +2,777	+8%	+$193K	0.81%	32
2025 Q4	$2.23M	Buy	33,813 +2,674	+9%	+$175K	0.74%	33
2025 Q3	$2.03M	Buy	31,139 +1,924	+7%	+$124K	0.73%	35
2025 Q2	$1.81M	Buy	29,215 +522	+2%	+$30.6K	0.72%	37
2025 Q1	$1.67M	Buy	28,693 +2,225	+8%	+$138K	0.89%	29
2024 Q4	$1.65M	Buy	26,468 +7,481	+39%	+$480K	0.83%	33
2024 Q3	$1.18M	Buy	18,987 +7,639	+67%	+$461K	0.97%	22
2024 Q2	$664K	Buy	+11,348	New	+$667K	0.43%	45

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sunpointe's IJH Position: Q2 2026 in Review

Sunpointe reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 51% in Q2 2026, selling an estimated $1.37M and leaving 17,928 shares worth $1.38M. The position accounts for 0.39% of the portfolio, ranked #57.

Sunpointe first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sunpointe held 17,928 shares of iShares Core S&P Mid-Cap ETF worth $1.38M as of Q2 2026.
Sunpointe sold 18,662 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.37M.
iShares Core S&P Mid-Cap ETF made up 0.39% of Sunpointe's portfolio in Q2 2026, its #57 holding.
Sunpointe first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Sunpointe's iShares Core S&P Mid-Cap ETF position peaked at $2.47M in Q1 2026.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.