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

Acorn Wealth 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	$624K	Sell	9,246 -2,157	-19%	-$150K	0.18%	118
2025 Q4	$753K	Sell	11,403 -5,584	-33%	-$366K	0.22%	100
2025 Q3	$1.11M	Buy	16,987 +12,296	+262%	+$790K	0.35%	63
2025 Q2	$291K	Buy	4,691 +130	+3%	+$7.63K	0.11%	185
2025 Q1	$266K	Buy	4,561 +4	+0.1%	+$248	0.11%	189
2024 Q4	$284K	Sell	4,557 -626	-12%	-$40.1K	0.12%	179
2024 Q3	$323K	Buy	5,183 +9	+0.2%	+$543	0.14%	154
2024 Q2	$303K	Buy	5,174 +6	+0.1%	+$352	0.15%	147
2024 Q1	$314K	Buy	5,168 +3	+0.1%	+$170	0.16%	135
2023 Q4	$286K	Buy	+5,165	New	+$262K	0.17%	134
2018 Q3	–	Sell	-3,195	Closed	-$125K	–	275
2018 Q2	$125K	Hold	3,195	–	–	0.11%	154
2018 Q1	$121K	Buy	3,195 +430	+16%	+$16.4K	0.1%	155
2017 Q4	$107K	Buy	+2,765	New	+$102K	0.1%	161

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

Acorn Wealth Advisors's IJH Position: Q1 2026 in Review

Acorn Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q1 2026, selling an estimated $150K and leaving 9,246 shares worth $624K. The position accounts for 0.18% of the portfolio, ranked #118.

Acorn Wealth Advisors first reported a position in IJH in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.11M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Acorn Wealth Advisors held 9,246 shares of iShares Core S&P Mid-Cap ETF worth $624K as of Q1 2026.
Acorn Wealth Advisors sold 2,157 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $150K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Acorn Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Acorn Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 13 quarters since.
Acorn Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.11M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.