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
2018 Q4	–	Sell	-2,500	Closed	-$101K	–	8152
2018 Q3	$101K	Buy	+2,500	New	+$100K	﹤0.01%	5592
2016 Q3	–	Sell	-20,500	Closed	-$612K	–	7791
2016 Q2	$612K	Buy	+20,500	New	+$601K	﹤0.01%	3752

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

UBS Group's IJH Position: Q2 2026 in Review

UBS Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, buying an estimated $123M and bringing the position to 25,918,017 shares worth $2B. The position accounts for 0.25% of the portfolio, ranked #66.

UBS Group first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 2,736 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

UBS Group held 25,918,017 shares of iShares Core S&P Mid-Cap ETF worth $2B as of Q2 2026.
UBS Group bought 1,680,988 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $123M.
iShares Core S&P Mid-Cap ETF made up 0.25% of UBS Group's portfolio in Q2 2026, its #66 holding.
UBS Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.