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

Addison 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	$300K	Buy	4,443 +599	+16%	+$41.6K	0.07%	172
2025 Q4	$254K	Sell	3,844 -155	-4%	-$10.2K	0.06%	184
2025 Q3	$261K	Hold	3,999	–	–	0.06%	187
2025 Q2	$248K	Buy	3,999 +10	+0.3%	+$587	0.06%	187
2025 Q1	$233K	Hold	3,989	–	–	0.06%	183
2024 Q4	$249K	Sell	3,989 -1,210	-23%	-$77.6K	0.07%	176
2024 Q3	$324K	Sell	5,199 -1	-0%	-$60	0.09%	152
2024 Q2	$304K	Buy	5,200 +1,315	+34%	+$77.3K	0.1%	149
2024 Q1	$236K	Hold	3,885	–	–	0.08%	164
2023 Q4	$215K	Hold	3,885	–	–	0.08%	164
2023 Q3	$194K	Hold	3,885	–	–	0.09%	158
2023 Q2	$203K	Sell	3,885 -25	-0.6%	-$1.24K	0.1%	149
2023 Q1	$196K	Sell	3,910 -80	-2%	-$4.08K	0.11%	141
2022 Q4	$193K	Buy	3,990 +105	+3%	+$5.07K	0.12%	131
2022 Q3	$170K	Hold	3,885	–	–	0.11%	135
2022 Q2	$176K	Hold	3,885	–	–	0.11%	136
2022 Q1	$209K	Hold	3,885	–	–	0.11%	129
2021 Q4	$220K	Hold	3,885	–	–	0.14%	106
2021 Q3	$204K	Hold	3,885	–	–	0.16%	77
2021 Q2	$209K	Buy	+3,885	New	+$210K	0.17%	77
2020 Q4	$191K	Buy	+4,160	New	+$175K	0.18%	76

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

Addison Advisors's IJH Position: Q1 2026 in Review

Addison Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, buying an estimated $41.6K and bringing the position to 4,443 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #172.

Addison Advisors first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $324K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Addison Advisors held 4,443 shares of iShares Core S&P Mid-Cap ETF worth $300K as of Q1 2026.
Addison Advisors bought 599 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $41.6K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Addison Advisors's portfolio in Q1 2026, its #172 holding.
Addison Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Addison Advisors's iShares Core S&P Mid-Cap ETF position peaked at $324K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.