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

West Branch 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 Q2	$23.1K	Hold	300	–	–	0.01%	175
2026 Q1	$20.3K	Hold	300	–	–	0.01%	179
2025 Q4	$19.8K	Sell	300 -90	-23%	-$5.89K	0.01%	192
2025 Q3	$25.5K	Hold	390	–	–	0.01%	191
2025 Q2	$24.2K	Sell	390 -287	-42%	-$16.8K	0.01%	197
2025 Q1	$39.5K	Hold	677	–	–	0.01%	166
2024 Q4	$42.2K	Sell	677 -365	-35%	-$23.4K	0.01%	162
2024 Q3	$64.9K	Buy	1,042 +28	+3%	+$1.69K	0.02%	143
2024 Q2	$59.4K	Buy	1,014 +1	+0.1%	+$59	0.02%	149
2024 Q1	$61.5K	Sell	1,013 -1,072	-51%	-$60.7K	0.02%	150
2023 Q4	$116K	Buy	2,085 +15	+0.7%	+$761	0.05%	105
2023 Q3	$103K	Hold	2,070	–	–	0.05%	109
2023 Q2	$108K	Hold	2,070	–	–	0.05%	110
2023 Q1	$103K	Buy	2,070 +10	+0.5%	+$509	0.06%	114
2022 Q4	$99.8K	Sell	2,060 -895	-30%	-$43.2K	0.06%	120
2022 Q3	$130K	Buy	2,955 +910	+44%	+$44K	0.08%	97
2022 Q2	$93K	Sell	2,045 -45	-2%	-$2.22K	0.05%	124
2022 Q1	$112K	Sell	2,090 -180	-8%	-$9.58K	0.05%	118
2021 Q4	$128K	Buy	2,270 +5	+0.2%	+$278	0.05%	124
2021 Q3	$119K	Sell	2,265 -25	-1%	-$1.34K	0.06%	121
2021 Q2	$123K	Buy	+2,290	New	+$124K	0.06%	122
2018 Q4	–	Sell	-5,180	Closed	-$208K	–	80
2018 Q3	$208K	Sell	5,180 -430	-8%	-$17.3K	0.15%	87
2018 Q2	$218K	Buy	+5,610	New	+$217K	0.17%	82

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

West Branch Capital's IJH Position: Q2 2026 in Review

West Branch Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 300 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #175.

West Branch Capital first reported a position in IJH in Q2 2018 and has held it in 23 quarters since. The position peaked at $218K in Q2 2018. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

West Branch Capital held 300 shares of iShares Core S&P Mid-Cap ETF worth $23.1K as of Q2 2026.
West Branch Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #175 holding.
West Branch Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 23 quarters since.
West Branch Capital's iShares Core S&P Mid-Cap ETF position peaked at $218K in Q2 2018.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.