Van Hulzen Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Van Hulzen Asset Management’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	$284K	Hold	3,685	–	–	0.02%	325
2026 Q1	$249K	Buy	+3,685	New	+$256K	0.02%	317
2025 Q1	–	Sell	-1,526	Closed	-$95.1K	–	672
2024 Q4	$95.1K	Buy	+1,526	New	+$97.9K	0.01%	404
2023 Q4	–	Sell	-80,820	Closed	-$4.03M	–	313
2023 Q3	$4.03M	Buy	+80,820	New	+$4.24M	0.31%	67
2018 Q1	–	Sell	-5,785	Closed	-$220K	–	220
2017 Q4	$220K	Buy	+5,785	New	+$214K	0.07%	188
2017 Q1	–	Sell	-7,260	Closed	-$240K	–	135
2016 Q4	$240K	Buy	+7,260	New	+$230K	0.11%	111

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

Van Hulzen Asset Management's IJH Position: Q2 2026 in Review

Van Hulzen Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,685 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #325.

Van Hulzen Asset Management first reported a position in IJH in Q4 2016 and has held it in 6 quarters since. The position peaked at $4.03M in Q3 2023. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Van Hulzen Asset Management held 3,685 shares of iShares Core S&P Mid-Cap ETF worth $284K as of Q2 2026.
Van Hulzen Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #325 holding.
Van Hulzen Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 6 quarters since.
Van Hulzen Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $4.03M in Q3 2023.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.