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

Zullo 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 		$597K Buy
8,846
+26
+0.3% +$1.8K 0.23% 83
2025
Q4 		$582K Buy
8,820
+1
+0% +$66 0.21% 84
2025
Q3 		$576K Sell
8,819
-313
-3% -$20.1K 0.21% 85
2025
Q2 		$566K Sell
9,132
-89
-1% -$5.22K 0.23% 85
2025
Q1 		$538K Sell
9,221
-491
-5% -$30.5K 0.23% 83
2024
Q4 		$605K Sell
9,712
-176
-2% -$11.3K 0.24% 75
2024
Q3 		$616K Sell
9,888
-139
-1% -$8.38K 0.26% 76
2024
Q2 		$587K Sell
10,027
-690
-6% -$40.5K 0.26% 74
2024
Q1 		$651K Buy
10,717
+7
+0.1% +$396 0.31% 71
2023
Q4 		$594K Buy
10,710
+215
+2% +$10.9K 0.3% 71
2023
Q3 		$524K Sell
10,495
-680
-6% -$35.6K 0.31% 71
2023
Q2 		$585K Buy
11,175
+25
+0.2% +$1.24K 0.33% 67
2023
Q1 		$558K Sell
11,150
-1,235
-10% -$62.9K 0.35% 67
2022
Q4 		$599K Hold
12,385
– – 0.37% 63
2022
Q3 		$543K Sell
12,385
-650
-5% -$31.4K 0.35% 59
2022
Q2 		$590K Sell
13,035
-805
-6% -$39.7K 0.37% 59
2022
Q1 		$743K Sell
13,840
-775
-5% -$41.3K 0.39% 60
2021
Q4 		$827K Buy
+14,615
New +$814K 0.43% 55

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Zullo Investment Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.29% in Q1 2026, buying an estimated $1.8K and bringing the position to 8,846 shares worth $597K. The position accounts for 0.23% of the portfolio, ranked #83.

Zullo Investment Group first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $827K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Zullo Investment Group held 8,846 shares of iShares Core S&P Mid-Cap ETF worth $597K as of Q1 2026.
  • Zullo Investment Group bought 26 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Zullo Investment Group's portfolio in Q1 2026, its #83 holding.
  • Zullo Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $827K in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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