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

Abundance Wealth Counselors’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	$6.08M	Buy	90,097 +13,641	+18%	+$946K	0.87%	19
2025 Q4	$5.05M	Sell	76,456 -4,090	-5%	-$268K	0.85%	19
2025 Q3	$5.26M	Sell	80,546 -13,604	-14%	-$874K	0.9%	19
2025 Q2	$5.83M	Sell	94,150 -1,387	-1%	-$81.4K	1.09%	14
2025 Q1	$5.58M	Sell	95,537 -11,023	-10%	-$685K	1.17%	14
2024 Q4	$6.64M	Sell	106,560 -2,712	-2%	-$174K	1.45%	13
2024 Q3	$6.81M	Buy	+109,272	New	+$6.59M	1.41%	13
2024 Q2	–	Sell	-161,458	Closed	-$9.81M	–	100
2024 Q1	$9.81M	Sell	161,458 -4,497	-3%	-$255K	2.26%	6
2023 Q4	$9.2M	Sell	165,955 -22,870	-12%	-$1.16M	2.39%	7
2023 Q3	$9.42M	Buy	+188,825	New	+$9.9M	2.69%	6
2023 Q2	–	Sell	-210,080	Closed	-$10.5M	–	98
2023 Q1	$10.5M	Sell	210,080 -13,265	-6%	-$676K	2.66%	7
2022 Q4	$10.8M	Buy	223,345 +20,775	+10%	+$1M	2.94%	7
2022 Q3	$8.88M	Sell	202,570 -3,125	-2%	-$151K	2.54%	7
2022 Q2	$9.31M	Sell	205,695 -36,130	-15%	-$1.78M	2.52%	7
2022 Q1	$13M	Sell	241,825 -432,335	-64%	-$23M	3.53%	4
2021 Q4	$38.2M	Buy	+674,160	New	+$37.5M	9.78%	3
2021 Q3	–	Sell	-662,715	Closed	-$35.6M	–	73
2021 Q2	$35.6M	Sell	662,715 -75,180	-10%	-$4.06M	9.2%	4
2021 Q1	$38.4M	Sell	737,895 -8,285	-1%	-$414K	9.55%	4
2020 Q4	$34.3M	Buy	746,180 +7,630	+1%	+$321K	8.61%	4
2020 Q3	$27.4M	Sell	738,550 -7,080	-0.9%	-$265K	7.89%	4
2020 Q2	$26.5M	Buy	745,630 +2,270	+0.3%	+$75.4K	8.06%	4
2020 Q1	$21.4M	Buy	743,360 +87,400	+13%	+$3.25M	7.42%	5
2019 Q4	$27M	Buy	655,960 +16,285	+3%	+$645K	7.52%	5
2019 Q3	$24.7M	Buy	639,675 +14,190	+2%	+$545K	7.52%	5
2019 Q2	$24.3M	Buy	625,485 +4,910	+0.8%	+$188K	7.56%	5
2019 Q1	$23.5M	Buy	620,575 +4,920	+0.8%	+$182K	7.72%	4
2018 Q4	$20.4M	Buy	+615,655	New	+$22.5M	7.51%	4

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

Abundance Wealth Counselors's IJH Position: Q1 2026 in Review

Abundance Wealth Counselors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, buying an estimated $946K and bringing the position to 90,097 shares worth $6.08M. The position accounts for 0.87% of the portfolio, ranked #19.

Abundance Wealth Counselors first reported a position in IJH in Q4 2018 and has held it in 27 quarters since. The position peaked at $38.4M in Q1 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Abundance Wealth Counselors held 90,097 shares of iShares Core S&P Mid-Cap ETF worth $6.08M as of Q1 2026.
Abundance Wealth Counselors bought 13,641 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $946K.
iShares Core S&P Mid-Cap ETF made up 0.87% of Abundance Wealth Counselors's portfolio in Q1 2026, its #19 holding.
Abundance Wealth Counselors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Abundance Wealth Counselors's iShares Core S&P Mid-Cap ETF position peaked at $38.4M in Q1 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.