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

ABLE Financial 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 		$800K Sell
11,847
-466
-4% -$32.3K 0.16% 104
2025
Q4 		$813K Buy
12,313
+549
+5% +$36K 0.17% 95
2025
Q3 		$768K Sell
11,764
-162
-1% -$10.4K 0.17% 94
2025
Q2 		$740K Sell
11,926
-185
-2% -$10.9K 0.18% 98
2025
Q1 		$707K Sell
12,111
-154
-1% -$9.56K 0.2% 87
2024
Q4 		$764K Sell
12,265
-88
-0.7% -$5.64K 0.23% 81
2024
Q3 		$770K Sell
12,353
-428
-3% -$25.8K 0.24% 71
2024
Q2 		$748K Sell
12,781
-1,960
-13% -$115K 0.27% 68
2024
Q1 		$895K Sell
14,741
-104
-0.7% -$5.89K 0.35% 56
2023
Q4 		$823K Sell
14,845
-225
-1% -$11.4K 0.36% 53
2023
Q3 		$752K Buy
15,070
+1,065
+8% +$55.8K 0.38% 53
2023
Q2 		$732K Buy
14,005
+1,375
+11% +$68.3K 0.38% 52
2023
Q1 		$632K Buy
+12,630
New +$643K 0.41% 49

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

ABLE Financial Group's IJH Position: Q1 2026 in Review

ABLE Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q1 2026, selling an estimated $32.3K and leaving 11,847 shares worth $800K. The position accounts for 0.16% of the portfolio, ranked #104.

ABLE Financial Group first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $895K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • ABLE Financial Group held 11,847 shares of iShares Core S&P Mid-Cap ETF worth $800K as of Q1 2026.
  • ABLE Financial Group sold 466 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $32.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of ABLE Financial Group's portfolio in Q1 2026, its #104 holding.
  • ABLE Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $895K in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.