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

Alexis Investment Partners’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 		– Sell
-19,785
Closed -$1.31M – 65
2025
Q4 		$1.31M Sell
19,785
-425
-2% -$27.8K 0.49% 31
2025
Q3 		$1.32M Sell
20,210
-110
-0.5% -$7.07K 0.11% 30
2025
Q2 		$1.26M Sell
20,320
-4,345
-18% -$255K 0.54% 28
2025
Q1 		$1.44M Sell
24,665
-1,535
-6% -$95.3K 0.69% 23
2024
Q4 		$1.63M Buy
+26,200
New +$1.68M 0.8% 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

Alexis Investment Partners's IJH Position: Q1 2026 in Review

Alexis Investment Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 19,785 shares — an estimated $1.31M sold.

Alexis Investment Partners first reported a position in IJH in Q4 2024 and held it in 5 quarters. The position peaked at $1.63M in Q4 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Alexis Investment Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 19,785 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.31M.
  • Alexis Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Alexis Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.63M in Q4 2024.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.