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ADE LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

ADE LLC’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 		$412K Sell
6,100
-17
-0.3% -$1.18K 0.2% 60
2025
Q4 		$404K Buy
6,117
+2
+0% +$131 0.2% 62
2025
Q3 		$399K Hold
6,115
– – 0.2% 61
2025
Q2 		$379K Buy
6,115
+10
+0.2% +$587 0.2% 58
2025
Q1 		$356K Buy
6,105
+1
+0% +$62 0.21% 57
2024
Q4 		$380K Buy
6,104
+1
+0% +$64 0.23% 53
2024
Q3 		$380K Hold
6,103
– – 0.23% 53
2024
Q2 		$357K Sell
6,103
-49
-0.8% -$2.88K 0.24% 53
2024
Q1 		$374K Buy
6,152
+2
+0% +$113 0.25% 51
2023
Q4 		$341K Hold
6,150
– – 0.24% 56
2023
Q3 		$307K Hold
6,150
– – 0.23% 57
2023
Q2 		$322K Sell
6,150
-125
-2% -$6.21K 0.22% 57
2023
Q1 		$314K Hold
6,275
– – 0.23% 58
2022
Q4 		$304K Hold
6,275
– – 0.23% 60
2022
Q3 		$275K Sell
6,275
-1,630
-21% -$78.8K 0.31% 45
2022
Q2 		$358K Buy
7,905
+2,115
+37% +$104K 0.38% 38
2022
Q1 		$311K Sell
5,790
-3,080
-35% -$164K 0.29% 50
2021
Q4 		$503K Buy
8,870
+2,835
+47% +$158K 0.43% 38
2021
Q3 		$318K Buy
6,035
+60
+1% +$3.23K 0.29% 49
2021
Q2 		$321K Buy
5,975
+285
+5% +$15.4K 0.29% 53
2021
Q1 		$296K Hold
5,690
– – 0.29% 53
2020
Q4 		$262K Buy
+5,690
New +$240K 0.21% 64

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

ADE LLC's IJH Position: Q1 2026 in Review

ADE LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q1 2026, selling an estimated $1.18K and leaving 6,100 shares worth $412K. The position accounts for 0.2% of the portfolio, ranked #60.

ADE LLC first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $503K in Q4 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • ADE LLC held 6,100 shares of iShares Core S&P Mid-Cap ETF worth $412K as of Q1 2026.
  • ADE LLC sold 17 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.18K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of ADE LLC's portfolio in Q1 2026, its #60 holding.
  • ADE LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • ADE LLC's iShares Core S&P Mid-Cap ETF position peaked at $503K in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on ADE LLC's 13F filing for Q1 2026, filed 14 May 2026.