3F
IJH icon

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

360 Financial’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 		$3.59M Sell
53,217
-2,673
-5% -$185K 1.08% 16
2025
Q4 		$3.69M Sell
55,890
-1,223
-2% -$80.1K 1.11% 16
2025
Q3 		$3.73M Sell
57,113
-798
-1% -$51.3K 1.2% 14
2025
Q2 		$3.59M Buy
57,911
+3,266
+6% +$192K 1.13% 16
2025
Q1 		$3.19M Buy
54,645
+3,394
+7% +$211K 1.15% 15
2024
Q4 		$3.19M Buy
51,251
+2,891
+6% +$185K 1.15% 17
2024
Q3 		$3.01M Buy
48,360
+869
+2% +$52.4K 1.11% 16
2024
Q2 		$2.78M Sell
47,491
-291
-0.6% -$17.1K 1.05% 17
2024
Q1 		$2.9M Buy
47,782
+1,507
+3% +$85.3K 1.13% 15
2023
Q4 		$2.57M Sell
46,275
-23,975
-34% -$1.22M 1.13% 16
2023
Q3 		$3.46M Buy
70,250
+5,165
+8% +$271K 2.15% 11
2023
Q2 		$3.4M Sell
65,085
-1,540
-2% -$76.5K 1.76% 13
2023
Q1 		$3.33M Buy
66,625
+2,750
+4% +$140K 1.76% 14
2022
Q4 		$2.8M Hold
63,875
– – 1.82% 13
2022
Q3 		$2.8M Buy
63,875
+4,425
+7% +$214K 1.82% 13
2022
Q2 		$2.84M Sell
59,450
-280
-0.5% -$13.8K 1.71% 13
2022
Q1 		$3.22M Buy
59,730
+2,790
+5% +$149K 1.55% 15
2021
Q4 		$3.22M Buy
56,940
+6,085
+12% +$339K 1.47% 16
2021
Q3 		$2.68M Sell
50,855
-420
-0.8% -$22.6K 1.38% 17
2021
Q2 		$2.76M Buy
51,275
+11,050
+27% +$597K 1.43% 17
2021
Q1 		$2.09M Sell
40,225
-815
-2% -$40.7K 1.18% 17
2020
Q4 		$1.89M Buy
41,040
+935
+2% +$39.4K 1.12% 17
2020
Q3 		$1.49M Buy
40,105
+1,565
+4% +$58.5K 1.05% 16
2020
Q2 		$1.35M Buy
38,540
+8,170
+27% +$271K 1.12% 16
2020
Q1 		$874K Buy
30,370
+15
+0% +$558 0.92% 16
2019
Q4 		$1.25M Buy
+30,355
New +$1.2M 0.92% 16

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

360 Financial's IJH Position: Q1 2026 in Review

360 Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q1 2026, selling an estimated $185K and leaving 53,217 shares worth $3.59M. The position accounts for 1.08% of the portfolio, ranked #16.

360 Financial first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.73M in Q3 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • 360 Financial held 53,217 shares of iShares Core S&P Mid-Cap ETF worth $3.59M as of Q1 2026.
  • 360 Financial sold 2,673 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $185K.
  • iShares Core S&P Mid-Cap ETF made up 1.08% of 360 Financial's portfolio in Q1 2026, its #16 holding.
  • 360 Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 360 Financial's iShares Core S&P Mid-Cap ETF position peaked at $3.73M in Q3 2025.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.