Ally Invest Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ally Invest Advisors’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	$98.6M	Buy	1,460,194 +42,424	+3%	+$2.94M	6.64%	5
2025 Q4	$93.6M	Buy	1,417,770 +43,068	+3%	+$2.82M	6.46%	5
2025 Q3	$89.7M	Buy	1,374,702 +35,272	+3%	+$2.27M	6.44%	5
2025 Q2	$83.1M	Buy	1,339,430 +71,129	+6%	+$4.18M	6.48%	5
2025 Q1	$74M	Buy	1,268,301 +18,760	+2%	+$1.17M	6.34%	5
2024 Q4	$77.9M	Buy	1,249,541 +34,611	+3%	+$2.22M	6.75%	5
2024 Q3	$75.7M	Sell	1,214,930 -601,560	-33%	-$36.3M	6.71%	5
2024 Q2	$106M	Buy	1,816,490 +34,594	+2%	+$2.03M	10.22%	3
2024 Q1	$108M	Buy	1,781,896 +2,981	+0.2%	+$169K	10.74%	3
2023 Q4	$98.6M	Buy	1,778,915 +2,555	+0.1%	+$130K	10.5%	3
2023 Q3	$88.6M	Sell	1,776,360 -8,500	-0.5%	-$445K	10.36%	3
2023 Q2	$93.3M	Sell	1,784,860 -4,400	-0.2%	-$219K	10.66%	3
2023 Q1	$89.5M	Buy	1,789,260 +8,310	+0.5%	+$423K	10.57%	3
2022 Q4	$86.2M	Sell	1,780,950 -19,385	-1%	-$937K	10.81%	3
2022 Q3	$78.9M	Sell	1,800,335 -5,430	-0.3%	-$263K	10.7%	3
2022 Q2	$81.7M	Buy	1,805,765 +19,870	+1%	+$981K	10.63%	3
2022 Q1	$95.8M	Buy	1,785,895 +41,190	+2%	+$2.19M	11.03%	3
2021 Q4	$98.8M	Buy	1,744,705 +105,305	+6%	+$5.86M	11.14%	3
2021 Q3	$86.3M	Buy	1,639,400 +146,825	+10%	+$7.9M	10.85%	3
2021 Q2	$80.2M	Buy	1,492,575 +171,125	+13%	+$9.24M	11.09%	3
2021 Q1	$68.8M	Buy	1,321,450 +116,235	+10%	+$5.8M	11.44%	3
2020 Q4	$55.4M	Buy	1,205,215 +79,545	+7%	+$3.35M	11.46%	3
2020 Q3	$41.7M	Buy	1,125,670 +67,300	+6%	+$2.52M	11.11%	3
2020 Q2	$37.6M	Buy	1,058,370 +38,650	+4%	+$1.28M	11.65%	3
2020 Q1	$29.3M	Buy	1,019,720 +275,230	+37%	+$10.2M	11.02%	4
2019 Q4	$30.6M	Buy	744,490 +109,255	+17%	+$4.33M	11.6%	3
2019 Q3	$24.5M	Buy	635,235 +78,535	+14%	+$3.02M	11.45%	3
2019 Q2	$21.6M	Buy	556,700 +73,585	+15%	+$2.82M	11.76%	3
2019 Q1	$18.3M	Buy	483,115 +57,360	+13%	+$2.12M	11.85%	3
2018 Q4	$14.1M	Buy	+425,755	New	+$15.5M	11.44%	3

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

Ally Invest Advisors's IJH Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q1 2026, buying an estimated $2.94M and bringing the position to 1,460,194 shares worth $98.6M. The position accounts for 6.64% of the portfolio, ranked #5.

Ally Invest Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $108M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Ally Invest Advisors held 1,460,194 shares of iShares Core S&P Mid-Cap ETF worth $98.6M as of Q1 2026.
Ally Invest Advisors bought 42,424 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.94M.
iShares Core S&P Mid-Cap ETF made up 6.64% of Ally Invest Advisors's portfolio in Q1 2026, its #5 holding.
Ally Invest Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Ally Invest Advisors's iShares Core S&P Mid-Cap ETF position peaked at $108M in Q1 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.