Allie Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Allie Family Office’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	$1.22M	Hold	18,052	–	–	0.53%	32
2025 Q4	$1.19M	Hold	18,052	–	–	0.56%	29
2025 Q3	$1.18M	Hold	18,052	–	–	0.56%	30
2025 Q2	$1.12M	Buy	18,052 +41	+0.2%	+$2.41K	0.55%	30
2025 Q1	$1.05M	Buy	18,011 +1,242	+7%	+$77.1K	0.57%	27
2024 Q4	$1.04M	Hold	16,769	–	–	0.58%	29
2024 Q3	$1.05M	Hold	16,769	–	–	0.56%	27
2024 Q2	$981K	Sell	16,769 -1,987	-11%	-$117K	0.59%	28
2024 Q1	$1.14M	Sell	18,756 -10,759	-36%	-$609K	0.67%	27
2023 Q4	$1.64M	Buy	+29,515	New	+$1.5M	1.13%	17
2023 Q3	–	Sell	-18,495	Closed	-$967K	–	70
2023 Q2	$967K	Buy	18,495 +3,765	+26%	+$187K	0.69%	21
2023 Q1	$737K	Buy	14,730 +2,955	+25%	+$151K	0.55%	29
2022 Q4	$570K	Hold	11,775	–	–	0.47%	34
2022 Q3	$516K	Sell	11,775 -13,465	-53%	-$651K	0.44%	35
2022 Q2	$1.14M	Sell	25,240 -300	-1%	-$14.8K	0.93%	19
2022 Q1	$1.37M	Sell	25,540 -8,835	-26%	-$470K	1.05%	21
2021 Q4	$1.95M	Buy	+34,375	New	+$1.91M	1.53%	14

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

Allie Family Office's IJH Position: Q1 2026 in Review

Allie Family Office held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 18,052 shares worth $1.22M. The position accounts for 0.53% of the portfolio, ranked #32.

Allie Family Office first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.95M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Allie Family Office held 18,052 shares of iShares Core S&P Mid-Cap ETF worth $1.22M as of Q1 2026.
Allie Family Office left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.53% of Allie Family Office's portfolio in Q1 2026, its #32 holding.
Allie Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Allie Family Office's iShares Core S&P Mid-Cap ETF position peaked at $1.95M 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 Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.