AFC
IJH icon

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

Adaptive Financial Consulting’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 		$571K Buy
8,462
+454
+6% +$31.5K 0.22% 17
2025
Q4 		$529K Sell
8,008
-233
-3% -$15.3K 0.21% 17
2025
Q3 		$538K Sell
8,241
-698
-8% -$44.9K 0.22% 17
2025
Q2 		$554K Sell
8,939
-159
-2% -$9.33K 0.23% 17
2025
Q1 		$531K Buy
9,098
+12
+0.1% +$745 0.23% 17
2024
Q4 		$566K Buy
9,086
+21
+0.2% +$1.35K 0.23% 17
2024
Q3 		$565K Buy
9,065
+52
+0.6% +$3.14K 0.23% 16
2024
Q2 		$527K Sell
9,013
-770
-8% -$45.2K 0.23% 16
2024
Q1 		$594K Buy
9,783
+538
+6% +$30.5K 0.27% 16
2023
Q4 		$512K Buy
9,245
+45
+0.5% +$2.28K 0.27% 15
2023
Q3 		$459K Buy
9,200
+150
+2% +$7.86K 0.26% 15
2023
Q2 		$473K Sell
9,050
-370
-4% -$18.4K 0.27% 15
2023
Q1 		$471K Buy
9,420
+95
+1% +$4.84K 0.25% 14
2022
Q4 		$451K Buy
9,325
+355
+4% +$17.2K 0.26% 14
2022
Q3 		$393K Buy
8,970
+110
+1% +$5.32K 0.25% 14
2022
Q2 		$401K Buy
8,860
+160
+2% +$7.9K 0.25% 14
2022
Q1 		$467K Buy
8,700
+295
+4% +$15.7K 0.27% 15
2021
Q4 		$476K Buy
8,405
+320
+4% +$17.8K 0.27% 14
2021
Q3 		$425K Buy
8,085
+30
+0.4% +$1.61K 0.26% 14
2021
Q2 		$433K Buy
8,055
+10
+0.1% +$540 0.27% 14
2021
Q1 		$419K Sell
8,045
-305
-4% -$15.2K 0.28% 14
2020
Q4 		$384K Sell
8,350
-310
-4% -$13.1K 0.29% 16
2020
Q3 		$321K Buy
8,660
+520
+6% +$19.4K 0.25% 16
2020
Q2 		$289K Buy
8,140
+130
+2% +$4.32K 0.25% 16
2020
Q1 		$230K Buy
8,010
+690
+9% +$25.7K 0.24% 22
2019
Q4 		$301K Buy
+7,320
New +$290K 0.29% 21

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

Adaptive Financial Consulting's IJH Position: Q1 2026 in Review

Adaptive Financial Consulting increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q1 2026, buying an estimated $31.5K and bringing the position to 8,462 shares worth $571K. The position accounts for 0.22% of the portfolio, ranked #17.

Adaptive Financial Consulting first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $594K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Adaptive Financial Consulting held 8,462 shares of iShares Core S&P Mid-Cap ETF worth $571K as of Q1 2026.
  • Adaptive Financial Consulting bought 454 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $31.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of Adaptive Financial Consulting's portfolio in Q1 2026, its #17 holding.
  • Adaptive Financial Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Adaptive Financial Consulting's iShares Core S&P Mid-Cap ETF position peaked at $594K 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 Adaptive Financial Consulting's 13F filing for Q1 2026, filed 5 May 2026.