Advance Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advance Capital Management’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	$372K	Buy	5,508 +93	+2%	+$6.45K	0.01%	125
2025 Q4	$357K	Buy	5,415 +24	+0.4%	+$1.57K	0.02%	126
2025 Q3	$352K	Sell	5,391 -123	-2%	-$7.91K	0.02%	127
2025 Q2	$342K	Buy	5,514 +660	+14%	+$38.7K	0.02%	122
2025 Q1	$283K	Buy	4,854 +13	+0.3%	+$807	0.01%	123
2024 Q4	$302K	Buy	4,841 +20	+0.4%	+$1.28K	0.01%	113
2024 Q3	$300K	Sell	4,821 -977	-17%	-$58.9K	0.01%	113
2024 Q2	$339K	Hold	5,798	–	–	0.02%	110
2024 Q1	$352K	Buy	5,798 +28	+0.5%	+$1.58K	0.02%	105
2023 Q4	$320K	Buy	5,770 +50	+0.9%	+$2.54K	0.03%	89
2023 Q3	$285K	Hold	5,720	–	–	0.03%	97
2023 Q2	$299K	Buy	5,720 +20	+0.4%	+$994	0.03%	90
2023 Q1	$285K	Buy	5,700 +20	+0.4%	+$1.02K	0.05%	83
2022 Q4	$275K	Sell	5,680 -655	-10%	-$31.6K	0.04%	86
2022 Q3	$278K	Hold	6,335	–	–	0.03%	70
2022 Q2	$287K	Sell	6,335 -10	-0.2%	-$494	0.03%	64
2022 Q1	$341K	Buy	6,345 +10	+0.2%	+$532	0.04%	57
2021 Q4	$359K	Buy	+6,335	New	+$353K	0.07%	57

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

Advance Capital Management's IJH Position: Q1 2026 in Review

Advance Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q1 2026, buying an estimated $6.45K and bringing the position to 5,508 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #125.

Advance Capital Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Advance Capital Management held 5,508 shares of iShares Core S&P Mid-Cap ETF worth $372K as of Q1 2026.
Advance Capital Management bought 93 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.45K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #125 holding.
Advance Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.