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

Xponance’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	$458K	Sell	5,944 -2,591	-30%	-$190K	﹤0.01%	1146
2026 Q1	$576K	Buy	+8,535	New	+$592K	﹤0.01%	955
2025 Q4	–	Sell	-8,641	Closed	-$564K	–	1587
2025 Q3	$564K	Buy	8,641 +3,604	+72%	+$232K	﹤0.01%	922
2025 Q2	$312K	Sell	5,037 -3,430	-41%	-$201K	﹤0.01%	1129
2025 Q1	$494K	Buy	8,467 +2,232	+36%	+$139K	﹤0.01%	933
2024 Q4	$389K	Buy	6,235 +2,966	+91%	+$190K	﹤0.01%	1034
2024 Q3	$204K	Sell	3,269 -4,110	-56%	-$248K	﹤0.01%	1250
2024 Q2	$432K	Buy	+7,379	New	+$434K	﹤0.01%	951
2024 Q1	–	Sell	-9,240	Closed	-$512K	–	1320
2023 Q4	$512K	Buy	9,240 +3,195	+53%	+$162K	0.01%	923
2023 Q3	$301K	Sell	6,045 -7,975	-57%	-$418K	﹤0.01%	1033
2023 Q2	$733K	Buy	14,020 +3,020	+27%	+$150K	0.01%	762
2023 Q1	$550K	Sell	11,000 -30,605	-74%	-$1.56M	0.01%	894
2022 Q4	$2.01M	Buy	41,605 +13,825	+50%	+$668K	0.03%	435
2022 Q3	$1.22M	Buy	+27,780	New	+$1.34M	0.02%	520
2022 Q2	–	Sell	-19,815	Closed	-$1.06M	–	1209
2022 Q1	$1.06M	Buy	19,815 +7,885	+66%	+$420K	0.02%	575
2021 Q4	$675K	Buy	11,930 +240	+2%	+$13.4K	0.01%	782
2021 Q3	$615K	Sell	11,690 -4,130	-26%	-$222K	0.01%	781
2021 Q2	$850K	Buy	+15,820	New	+$854K	0.02%	668
2021 Q1	–	Sell	-6,125	Closed	-$282K	–	1040
2020 Q4	$282K	Buy	+6,125	New	+$258K	0.01%	961
2020 Q3	–	Sell	-11,540	Closed	-$410K	–	1033
2020 Q2	$410K	Buy	+11,540	New	+$383K	0.01%	695

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

Xponance's IJH Position: Q2 2026 in Review

Xponance reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q2 2026, selling an estimated $190K and leaving 5,944 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Xponance first reported a position in IJH in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.01M in Q4 2022. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Xponance held 5,944 shares of iShares Core S&P Mid-Cap ETF worth $458K as of Q2 2026.
Xponance sold 2,591 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $190K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1146 holding.
Xponance first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 20 quarters since.
Xponance's iShares Core S&P Mid-Cap ETF position peaked at $2.01M in Q4 2022.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.