Waterloo Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Waterloo Capital’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	$760K	Buy	11,254 +53	+0.5%	+$3.68K	0.05%	245
2025 Q4	$739K	Sell	11,201 -237	-2%	-$15.5K	0.05%	241
2025 Q3	$746K	Sell	11,438 -25	-0.2%	-$1.61K	0.06%	219
2025 Q2	$711K	Sell	11,463 -188	-2%	-$11K	0.06%	222
2025 Q1	$680K	Buy	11,651 +395	+4%	+$24.5K	0.06%	210
2024 Q4	$701K	Sell	11,256 -8,473	-43%	-$543K	0.07%	192
2024 Q3	$1.23M	Buy	19,729 +6,949	+54%	+$419K	0.13%	150
2024 Q2	$748K	Buy	12,780 +2,464	+24%	+$145K	0.09%	175
2024 Q1	$627K	Sell	10,316 -6,929	-40%	-$392K	0.08%	195
2023 Q4	$956K	Sell	17,245 -30,300	-64%	-$1.54M	0.15%	141
2023 Q3	$2.37M	Buy	47,545 +3,070	+7%	+$161K	0.7%	37
2023 Q2	$2.33M	Buy	44,475 +36,910	+488%	+$1.83M	0.69%	31
2023 Q1	$379K	Buy	+7,565	New	+$385K	0.12%	108
2020 Q1	$246K	Buy	+8,550	New	+$318K	0.17%	127

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

Waterloo Capital's IJH Position: Q1 2026 in Review

Waterloo Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.47% in Q1 2026, buying an estimated $3.68K and bringing the position to 11,254 shares worth $760K. The position accounts for 0.05% of the portfolio, ranked #245.

Waterloo Capital first reported a position in IJH in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.37M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Waterloo Capital held 11,254 shares of iShares Core S&P Mid-Cap ETF worth $760K as of Q1 2026.
Waterloo Capital bought 53 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.68K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #245 holding.
Waterloo Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 14 quarters since.
Waterloo Capital's iShares Core S&P Mid-Cap ETF position peaked at $2.37M in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.