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 $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.