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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.69M Buy
54,575
+10,403
+24% +$722K 0.33% 71
2025
Q4
$2.92M Buy
44,172
+11,377
+35% +$745K 0.34% 70
2025
Q3
$2.14M Buy
32,795
+20,150
+159% +$1.29M 0.37% 58
2025
Q2
$784K Buy
+12,645
New +$742K 0.17% 117

Other funds holding IJH

Advyzon Investment Management's IJH Position: Q1 2026 in Review

Advyzon Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q1 2026, buying an estimated $722K and bringing the position to 54,575 shares worth $3.69M. The position accounts for 0.33% of the portfolio, ranked #71.

Advyzon Investment Management first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Advyzon Investment Management held 54,575 shares of iShares Core S&P Mid-Cap ETF worth $3.69M as of Q1 2026.
  • Advyzon Investment Management bought 10,403 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $722K.
  • iShares Core S&P Mid-Cap ETF made up 0.33% of Advyzon Investment Management's portfolio in Q1 2026, its #71 holding.
  • Advyzon Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.