Sutton Place Investors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sutton Place Investors’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	$201K	Buy	+2,610	New	+$192K	0.1%	148
2024 Q2	–	Sell	-7,910	Closed	-$480K	–	137
2024 Q1	$480K	Sell	7,910 -170	-2%	-$9.63K	0.24%	104
2023 Q4	$448K	Sell	8,080 -920	-10%	-$46.7K	0.32%	90
2023 Q3	$449K	Buy	9,000 +2,625	+41%	+$138K	0.58%	40
2023 Q2	$333K	Hold	6,375	–	–	0.46%	49
2023 Q1	$319K	Sell	6,375 -310	-5%	-$15.8K	0.43%	43
2022 Q4	$323K	Sell	6,685 -920	-12%	-$44.4K	0.46%	44
2022 Q3	$333K	Hold	7,605	–	–	0.5%	39
2022 Q2	$344K	Hold	7,605	–	–	0.5%	44
2022 Q1	$392K	Sell	7,605 -775	-9%	-$41.3K	0.47%	46
2021 Q4	$474K	Buy	+8,380	New	+$466K	0.55%	51

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 22.9% 1-Year Est. Return

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

Sutton Place Investors's IJH Position: Q2 2026 in Review

Sutton Place Investors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,610 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings. This is a return to the name: Sutton Place Investors previously reported a position in IJH as recently as Q1 2024.

Sutton Place Investors first reported a position in IJH in Q4 2021 and has held it in 11 quarters since. The position peaked at $480K in Q1 2024. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sutton Place Investors held 2,610 shares of iShares Core S&P Mid-Cap ETF worth $201K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Sutton Place Investors position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Sutton Place Investors's portfolio in Q2 2026, its #148 holding.
Sutton Place Investors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Sutton Place Investors's iShares Core S&P Mid-Cap ETF position peaked at $480K in Q1 2024.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.