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

SVB Wealth’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	$2.81M	Sell	36,392 -778	-2%	-$57.1K	0.18%	110
2026 Q1	$2.51M	Sell	37,170 -5,505	-13%	-$382K	0.17%	122
2025 Q4	$2.82M	Sell	42,675 -15,942	-27%	-$1.04M	0.17%	117
2025 Q3	$3.83M	Sell	58,617 -4,970	-8%	-$319K	0.21%	102
2025 Q2	$3.94M	Buy	+63,587	New	+$3.73M	0.21%	98
2025 Q1	–	Sell	-218,336	Closed	-$13.6M	–	1625
2024 Q4	$13.6M	Buy	+218,336	New	+$14M	0.25%	61
2024 Q3	–	Sell	-297,552	Closed	-$17.4M	–	294
2024 Q2	$17.4M	Sell	297,552 -161,447	-35%	-$9.48M	0.43%	46
2024 Q1	$27.9M	Buy	458,999 +46,584	+11%	+$2.64M	0.62%	32
2023 Q4	$22.9M	Sell	412,415 -266,070	-39%	-$13.5M	0.56%	39
2023 Q3	$33.8M	Sell	678,485 -323,520	-32%	-$17M	0.74%	23
2023 Q2	$52.4M	Sell	1,002,005 -1,218,725	-55%	-$60.6M	0.95%	14
2023 Q1	$111M	Sell	2,220,730 -344,030	-13%	-$17.5M	1.55%	13
2022 Q4	$124M	Buy	2,564,760 +12,000	+0.5%	+$580K	1.68%	11
2022 Q3	$112M	Buy	2,552,760 +42,885	+2%	+$2.07M	1.63%	12
2022 Q2	$114M	Sell	2,509,875 -78,145	-3%	-$3.86M	1.75%	11
2022 Q1	$139M	Buy	2,588,020 +16,550	+0.6%	+$881K	1.86%	11
2021 Q4	$146M	Buy	2,571,470 +62,955	+3%	+$3.5M	2.39%	6
2021 Q3	$132M	Buy	2,508,515 +32,955	+1%	+$1.77M	1.7%	11
2021 Q2	$133M	Buy	2,475,560 +2,238,455	+944%	+$121M	1.69%	11
2021 Q1	$12.3M	Sell	237,105 -20,000	-8%	-$999K	0.17%	102
2020 Q4	$11.8M	Sell	257,105 -7,630	-3%	-$321K	0.17%	95
2020 Q3	$9.81M	Buy	264,735 +16,685	+7%	+$624K	0.16%	100
2020 Q2	$8.82M	Sell	248,050 -1,158,485	-82%	-$38.5M	0.16%	97
2020 Q1	$40.5M	Sell	1,406,535 -412,725	-23%	-$15.3M	0.98%	17
2019 Q4	$74.9M	Buy	1,819,260 +76,295	+4%	+$3.02M	1.36%	10
2019 Q3	$67.4M	Buy	1,742,965 +1,546,080	+785%	+$59.4M	1.34%	10
2019 Q2	$7.65M	Buy	+196,885	New	+$7.55M	0.26%	101

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

SVB Wealth's IJH Position: Q2 2026 in Review

SVB Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $57.1K and leaving 36,392 shares worth $2.81M. The position accounts for 0.18% of the portfolio, ranked #110.

SVB Wealth first reported a position in IJH in Q2 2019 and has held it in 27 quarters since. The position peaked at $146M in Q4 2021. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SVB Wealth held 36,392 shares of iShares Core S&P Mid-Cap ETF worth $2.81M as of Q2 2026.
SVB Wealth sold 778 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $57.1K.
iShares Core S&P Mid-Cap ETF made up 0.18% of SVB Wealth's portfolio in Q2 2026, its #110 holding.
SVB Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
SVB Wealth's iShares Core S&P Mid-Cap ETF position peaked at $146M in Q4 2021.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.