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

Zuckerman Investment Group’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	$320K	Hold	4,735	–	–	0.03%	110
2025 Q4	$313K	Hold	4,735	–	–	0.03%	106
2025 Q3	$309K	Hold	4,735	–	–	0.03%	123
2025 Q2	$294K	Hold	4,735	–	–	0.03%	127
2025 Q1	$276K	Hold	4,735	–	–	0.03%	134
2024 Q4	$303K	Hold	4,735	–	–	0.03%	126
2024 Q3	$295K	Sell	4,735 -145	-3%	-$8.74K	0.03%	119
2024 Q2	$286K	Buy	4,880 +145	+3%	+$8.52K	0.03%	117
2024 Q1	$288K	Hold	4,735	–	–	0.03%	117
2023 Q4	$262K	Hold	4,735	–	–	0.03%	110
2023 Q3	$236K	Hold	4,735	–	–	0.03%	114
2023 Q2	$248K	Hold	4,735	–	–	0.04%	109
2023 Q1	$237K	Hold	4,735	–	–	0.04%	104
2022 Q4	$229K	Hold	4,735	–	–	0.04%	114
2022 Q3	$208K	Hold	4,735	–	–	0.04%	108
2022 Q2	$214K	Hold	4,735	–	–	0.04%	98
2022 Q1	$254K	Hold	4,735	–	–	0.04%	95
2021 Q4	$268K	Buy	4,735 +660	+16%	+$36.7K	0.04%	99
2021 Q3	$214K	Hold	4,075	–	–	0.04%	105
2021 Q2	$219K	Hold	4,075	–	–	0.03%	108
2021 Q1	$212K	Buy	+4,075	New	+$204K	0.03%	102

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

Zuckerman Investment Group's IJH Position: Q1 2026 in Review

Zuckerman Investment Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,735 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #110.

Zuckerman Investment Group first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Zuckerman Investment Group held 4,735 shares of iShares Core S&P Mid-Cap ETF worth $320K as of Q1 2026.
Zuckerman Investment Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Zuckerman Investment Group's portfolio in Q1 2026, its #110 holding.
Zuckerman Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.