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1834 Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

1834 Investment Advisors’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 		$1.83M Hold
27,153
– – 0.23% 86
2025
Q4 		$1.79M Sell
27,153
-574
-2% -$37.6K 0.22% 87
2025
Q3 		$1.81M Sell
27,727
-11,162
-29% -$717K 0.22% 87
2025
Q2 		$2.41M Sell
38,889
-66
-0.2% -$3.87K 0.31% 74
2025
Q1 		$2.27M Buy
38,955
+82
+0.2% +$5.09K 0.29% 76
2024
Q4 		$2.42M Sell
38,873
-187
-0.5% -$12K 0.31% 75
2024
Q3 		$2.43M Buy
39,060
+555
+1% +$33.5K 0.28% 79
2024
Q2 		$2.25M Sell
38,505
-234
-0.6% -$13.7K 0.27% 82
2024
Q1 		$2.35M Sell
38,739
-126
-0.3% -$7.13K 0.28% 80
2023
Q4 		$2.15M Sell
38,865
-275
-0.7% -$13.9K 0.26% 83
2023
Q3 		$1.95M Sell
39,140
-435
-1% -$22.8K 0.24% 87
2023
Q2 		$2.07M Buy
39,575
+665
+2% +$33K 0.25% 82
2023
Q1 		$1.95M Sell
38,910
-415
-1% -$21.1K 0.23% 86
2022
Q4 		$1.9M Sell
39,325
-35
-0.1% -$1.69K 0.27% 73
2022
Q3 		$1.73M Sell
39,360
-1,230
-3% -$59.5K 0.26% 74
2022
Q2 		$1.84M Buy
40,590
+5,280
+15% +$261K 0.26% 72
2022
Q1 		$1.9M Sell
35,310
-3,240
-8% -$172K 0.23% 81
2021
Q4 		$2.18M Sell
38,550
-250
-0.6% -$13.9K 0.25% 77
2021
Q3 		$2.04M Sell
38,800
-2,930
-7% -$158K 0.25% 81
2021
Q2 		$2.24M Sell
41,730
-575
-1% -$31K 0.27% 79
2021
Q1 		$2.2M Sell
42,305
-2,270
-5% -$113K 0.28% 72
2020
Q4 		$2.05M Buy
44,575
+15
+0% +$632 0.27% 71
2020
Q3 		$1.65M Sell
44,560
-1,125
-2% -$42.1K 0.24% 71
2020
Q2 		$1.63M Buy
45,685
+1,100
+2% +$36.5K 0.26% 71
2020
Q1 		$1.28M Sell
44,585
-20
-0% -$744 0.24% 78
2019
Q4 		$1.84M Buy
44,605
+35
+0.1% +$1.39K 0.28% 73
2019
Q3 		$1.72M Sell
44,570
-850
-2% -$32.7K 0.25% 79
2019
Q2 		$1.76M Sell
45,420
-225
-0.5% -$8.62K 0.27% 77
2019
Q1 		$1.73M Sell
45,645
-175
-0.4% -$6.46K 0.26% 77
2018
Q4 		$1.52M Sell
45,820
-25
-0.1% -$912 0.25% 80
2018
Q3 		$1.84M Sell
45,845
-115
-0.3% -$4.62K 0.27% 76
2018
Q2 		$1.79M Sell
45,960
-860
-2% -$33.2K 0.28% 72
2018
Q1 		$1.76M Sell
46,820
-515
-1% -$19.7K 0.3% 70
2017
Q4 		$1.8M Buy
47,335
+2,325
+5% +$86K 0.28% 78
2017
Q3 		$1.61M Sell
45,010
-1,935
-4% -$67.4K 0.3% 76
2017
Q2 		$1.63M Buy
46,945
+540
+1% +$18.6K 0.31% 77
2017
Q1 		$1.59M Sell
46,405
-1,700
-4% -$57.9K 0.31% 76
2016
Q4 		$1.59M Sell
48,105
-1,660
-3% -$52.6K 0.32% 73
2016
Q3 		$1.54M Sell
49,765
-25
-0.1% -$773 0.33% 72
2016
Q2 		$1.49M Buy
49,790
+10,315
+26% +$303K 0.32% 77
2016
Q1 		$1.14M Buy
39,475
+550
+1% +$14.7K 0.26% 87
2015
Q4 		$1.08M Sell
38,925
-690
-2% -$19.7K 0.25% 88
2015
Q3 		$1.08M Buy
39,615
+3,050
+8% +$88.7K 0.27% 87
2015
Q2 		$1.1M Buy
36,565
+35
+0.1% +$1.07K 0.3% 78
2015
Q1 		$1.11M Buy
36,530
+75
+0.2% +$2.22K 0.3% 79
2014
Q4 		$1.06M Sell
36,455
-620
-2% -$17.4K 0.29% 78
2014
Q3 		$1.01M Sell
37,075
-90
-0.2% -$2.54K 0.28% 80
2014
Q2 		$1.06M Sell
37,165
-605
-2% -$16.6K 0.29% 81
2014
Q1 		$1.04M Sell
37,770
-40
-0.1% -$1.08K 0.3% 78
2013
Q4 		$1.01M Sell
37,810
-1,495
-4% -$38.6K 0.3% 80
2013
Q3 		$976K Sell
39,305
-165
-0.4% -$4.03K 0.32% 73
2013
Q2 		$912K Buy
+39,470
New +$916K 0.31% 73

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

1834 Investment Advisors's IJH Position: Q1 2026 in Review

1834 Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 27,153 shares worth $1.83M. The position accounts for 0.23% of the portfolio, ranked #86.

1834 Investment Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.43M in Q3 2024. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • 1834 Investment Advisors held 27,153 shares of iShares Core S&P Mid-Cap ETF worth $1.83M as of Q1 2026.
  • 1834 Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of 1834 Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • 1834 Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 1834 Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.43M in Q3 2024.
  • 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.