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

UBS Group’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 Q1	$1.64B	Buy	24,237,029 +1,119,726	+5%	+$77.7M	0.25%	70
2025 Q4	$1.53B	Buy	23,117,303 +32,675	+0.1%	+$2.14M	0.25%	59
2025 Q3	$1.51B	Buy	23,084,628 +718,047	+3%	+$46.1M	0.24%	65
2025 Q2	$1.39B	Sell	22,366,581 -740,915	-3%	-$43.5M	0.24%	63
2025 Q1	$1.35B	Sell	23,107,496 -633,452	-3%	-$39.3M	0.25%	63
2024 Q4	$1.48B	Sell	23,740,948 -974,652	-4%	-$62.5M	0.27%	49
2024 Q3	$1.54B	Buy	24,715,600 +2,749,092	+13%	+$166M	0.34%	45
2024 Q2	$1.29B	Sell	21,966,508 -37,263	-0.2%	-$2.19M	0.32%	52
2024 Q1	$1.34B	Sell	22,003,771 -261,779	-1%	-$14.8M	0.33%	45
2023 Q4	$1.23B	Sell	22,265,550 -83,160	-0.4%	-$4.22M	0.37%	44
2023 Q3	$1.11B	Buy	22,348,710 +546,440	+3%	+$28.6M	0.38%	44
2023 Q2	$1.14B	Buy	21,802,270 +368,330	+2%	+$18.3M	0.39%	45
2023 Q1	$1.07B	Sell	21,433,940 -115,680	-0.5%	-$5.89M	0.39%	40
2022 Q4	$1.04B	Sell	21,549,620 -62,765	-0.3%	-$3.03M	0.39%	47
2022 Q3	$948M	Sell	21,612,385 -179,535	-0.8%	-$8.68M	0.42%	37
2022 Q2	$986M	Sell	21,791,920 -1,032,425	-5%	-$51M	0.4%	38
2022 Q1	$1.22B	Buy	22,824,345 +356,535	+2%	+$19M	0.41%	42
2021 Q4	$1.27B	Buy	22,467,810 +315,460	+1%	+$17.6M	0.36%	45
2021 Q3	$1.17B	Buy	22,152,350 +403,845	+2%	+$21.7M	0.37%	46
2021 Q2	$1.17B	Buy	21,748,505 +487,120	+2%	+$26.3M	0.38%	43
2021 Q1	$1.11B	Buy	21,261,385 +1,419,985	+7%	+$70.9M	0.37%	49
2020 Q4	$912M	Buy	19,841,400 +705,925	+4%	+$29.7M	0.31%	66
2020 Q3	$709M	Sell	19,135,475 -14,360	-0.1%	-$537K	0.27%	86
2020 Q2	$681M	Sell	19,149,835 -1,071,545	-5%	-$35.6M	0.29%	69
2020 Q1	$582M	Sell	20,221,380 -3,387,185	-14%	-$126M	0.27%	80
2019 Q4	$972M	Sell	23,608,565 -897,370	-4%	-$35.6M	0.34%	60
2019 Q3	$947M	Sell	24,505,935 -376,245	-2%	-$14.5M	0.36%	57
2019 Q2	$967M	Buy	24,882,180 +478,920	+2%	+$18.4M	0.37%	58
2019 Q1	$924M	Sell	24,403,260 -1,195,960	-5%	-$44.2M	0.38%	54
2018 Q4	$850M	Buy	25,599,220 +1,068,810	+4%	+$39M	0.39%	48
2018 Q3	$988M	Buy	24,530,410 +1,118,755	+5%	+$45M	0.39%	50
2018 Q2	$912M	Buy	23,411,655 +663,880	+3%	+$25.6M	0.39%	46
2018 Q1	$853M	Buy	22,747,775 +321,055	+1%	+$12.3M	0.37%	50
2017 Q4	$851M	Sell	22,426,720 -38,310	-0.2%	-$1.42M	0.35%	55
2017 Q3	$804M	Sell	22,465,030 -3,731,500	-14%	-$130M	0.37%	47
2017 Q2	$911M	Buy	26,196,530 +3,499,820	+15%	+$121M	0.47%	27
2017 Q1	$777M	Buy	22,696,710 +2,411,045	+12%	+$82.1M	0.42%	39
2016 Q4	$671M	Buy	20,285,665 +1,364,480	+7%	+$43.3M	0.37%	45
2016 Q3	$585M	Buy	18,921,185 +1,579,520	+9%	+$48.8M	0.35%	53
2016 Q2	$518M	Buy	17,341,665 +995,715	+6%	+$29.2M	0.33%	55
2016 Q1	$471M	Buy	16,345,950 +1,740,030	+12%	+$46.5M	0.32%	56
2015 Q4	$407M	Buy	14,605,920 +2,381,350	+19%	+$68M	0.26%	76
2015 Q3	$334M	Buy	12,224,570 +1,176,515	+11%	+$34.2M	0.24%	82
2015 Q2	$331M	Buy	11,048,055 +853,340	+8%	+$26M	0.22%	96
2015 Q1	$310M	Buy	10,194,715 +1,044,085	+11%	+$30.9M	0.21%	109
2014 Q4	$265M	Buy	+9,150,630	New	+$257M	0.19%	129

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group's IJH Position: Q1 2026 in Review

UBS Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q1 2026, buying an estimated $77.7M and bringing the position to 24,237,029 shares worth $1.64B. The position accounts for 0.25% of the portfolio, ranked #70.

UBS Group first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

UBS Group held 24,237,029 shares of iShares Core S&P Mid-Cap ETF worth $1.64B as of Q1 2026.
UBS Group bought 1,119,726 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $77.7M.
iShares Core S&P Mid-Cap ETF made up 0.25% of UBS Group's portfolio in Q1 2026, its #70 holding.
UBS Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.