Zacks Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Zacks Investment 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	$9.2M	Buy	119,362 +38,022	+47%	+$2.79M	0.07%	184
2026 Q1	$5.49M	Sell	81,340 -2,208	-3%	-$153K	0.04%	210
2025 Q4	$5.51M	Sell	83,548 -2,264	-3%	-$148K	0.04%	218
2025 Q3	$5.6M	Sell	85,812 -41,091	-32%	-$2.64M	0.04%	207
2025 Q2	$7.87M	Sell	126,903 -23,399	-16%	-$1.37M	0.07%	186
2025 Q1	$8.77M	Sell	150,302 -936	-0.6%	-$58.1K	0.08%	176
2024 Q4	$9.42M	Buy	151,238 +9,009	+6%	+$578K	0.09%	168
2024 Q3	$8.86M	Sell	142,229 -9,218	-6%	-$556K	0.08%	174
2024 Q2	$8.86M	Buy	151,447 +207	+0.1%	+$12.2K	0.1%	148
2024 Q1	$9.19M	Sell	151,240 -4,040	-3%	-$229K	0.1%	158
2023 Q4	$8.61M	Sell	155,280 -60,455	-28%	-$3.07M	0.11%	154
2023 Q3	$10.8M	Buy	215,735 +10,545	+5%	+$553K	0.14%	142
2023 Q2	$10.7M	Sell	205,190 -8,525	-4%	-$424K	0.13%	138
2023 Q1	$10.7M	Buy	213,715 +26,910	+14%	+$1.37M	0.14%	135
2022 Q4	$9.04M	Buy	186,805 +21,810	+13%	+$1.05M	0.13%	142
2022 Q3	$7.24M	Buy	164,995 +43,300	+36%	+$2.09M	0.12%	143
2022 Q2	$5.51M	Sell	121,695 -23,785	-16%	-$1.17M	0.08%	161
2022 Q1	$7.81M	Buy	145,480 +8,075	+6%	+$430K	0.11%	153
2021 Q4	$7.78M	Buy	137,405 +19,290	+16%	+$1.07M	0.11%	159
2021 Q3	$6.21M	Buy	118,115 +5,900	+5%	+$317K	0.1%	165
2021 Q2	$6.03M	Buy	112,215 +14,005	+14%	+$756K	0.1%	165
2021 Q1	$5.11M	Buy	98,210 +4,360	+5%	+$218K	0.09%	172
2020 Q4	$4.31M	Buy	93,850 +11,195	+14%	+$472K	0.08%	175
2020 Q3	$3.06M	Buy	82,655 +23,890	+41%	+$893K	0.06%	181
2020 Q2	$2.09M	Buy	58,765 +22,780	+63%	+$756K	0.05%	195
2020 Q1	$1.03M	Sell	35,985 -125	-0.3%	-$4.65K	0.03%	286
2019 Q4	$1.49M	Buy	36,110 +24,985	+225%	+$990K	0.03%	319
2019 Q3	$430K	Buy	+11,125	New	+$428K	0.01%	449

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

Zacks Investment Management's IJH Position: Q2 2026 in Review

Zacks Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 47% in Q2 2026, buying an estimated $2.79M and bringing the position to 119,362 shares worth $9.2M. The position accounts for 0.07% of the portfolio, ranked #184.

Zacks Investment Management first reported a position in IJH in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q3 2023. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Zacks Investment Management held 119,362 shares of iShares Core S&P Mid-Cap ETF worth $9.2M as of Q2 2026.
Zacks Investment Management bought 38,022 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.79M.
iShares Core S&P Mid-Cap ETF made up 0.07% of Zacks Investment Management's portfolio in Q2 2026, its #184 holding.
Zacks Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Zacks Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q3 2023.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.