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

Aberdeen Wealth 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 Q1	$387K	Hold	5,725	–	–	0.18%	104
2025 Q4	$378K	Hold	5,725	–	–	0.17%	106
2025 Q3	$374K	Hold	5,725	–	–	0.23%	104
2025 Q2	$355K	Hold	5,725	–	–	0.24%	105
2025 Q1	$334K	Hold	5,725	–	–	0.23%	107
2024 Q4	$357K	Hold	5,725	–	–	0.24%	102
2024 Q3	$357K	Hold	5,725	–	–	0.23%	107
2024 Q2	$335K	Hold	5,725	–	–	0.23%	112
2024 Q1	$348K	Hold	5,725	–	–	0.2%	118
2023 Q4	$317K	Hold	5,725	–	–	0.23%	115
2023 Q3	$286K	Hold	5,725	–	–	0.22%	116
2023 Q2	$299K	Hold	5,725	–	–	0.22%	113
2023 Q1	$286K	Hold	5,725	–	–	0.21%	115
2022 Q4	$277K	Hold	5,725	–	–	0.21%	119
2022 Q3	$251K	Hold	5,725	–	–	0.22%	116
2022 Q2	$259K	Hold	5,725	–	–	0.21%	123
2022 Q1	$307K	Hold	5,725	–	–	0.21%	121
2021 Q4	$324K	Buy	+5,725	New	+$319K	0.21%	113
2021 Q2	–	Sell	-5,725	Closed	-$298K	–	135
2021 Q1	$298K	Sell	5,725 -85	-1%	-$4.25K	0.24%	118
2020 Q4	$267K	Hold	5,810	–	–	0.2%	119
2020 Q3	$215K	Buy	+5,810	New	+$217K	0.2%	117
2020 Q2	–	Sell	-5,810	Closed	-$167K	–	132
2020 Q1	$167K	Hold	5,810	–	–	0.2%	111
2019 Q4	$239K	Buy	+5,810	New	+$230K	0.18%	124

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

Aberdeen Wealth Management's IJH Position: Q1 2026 in Review

Aberdeen Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,725 shares worth $387K. The position accounts for 0.18% of the portfolio, ranked #104.

Aberdeen Wealth Management first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Aberdeen Wealth Management held 5,725 shares of iShares Core S&P Mid-Cap ETF worth $387K as of Q1 2026.
Aberdeen Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.18% of Aberdeen Wealth Management's portfolio in Q1 2026, its #104 holding.
Aberdeen Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.