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

Apollon Wealth 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	$52.3M	Buy	775,050 +6,810	+0.9%	+$472K	0.85%	24
2025 Q4	$50.7M	Sell	768,240 -2,059	-0.3%	-$135K	0.88%	21
2025 Q3	$50.3M	Buy	770,299 +38,166	+5%	+$2.45M	0.89%	18
2025 Q2	$45.4M	Buy	732,133 +43,068	+6%	+$2.53M	0.9%	20
2025 Q1	$40.2M	Buy	689,065 +126,949	+23%	+$7.88M	0.88%	24
2024 Q4	$35M	Buy	562,116 +81,581	+17%	+$5.23M	0.81%	22
2024 Q3	$29.9M	Buy	480,535 +327,850	+215%	+$19.8M	0.85%	22
2024 Q2	$8.94M	Sell	152,685 -2,126	-1%	-$125K	0.27%	65
2024 Q1	$9.4M	Sell	154,811 -20,324	-12%	-$1.15M	0.3%	62
2023 Q4	$9.71M	Buy	175,135 +72,100	+70%	+$3.66M	0.34%	58
2023 Q3	$5.14M	Sell	103,035 -13,705	-12%	-$718K	0.26%	74
2023 Q2	$6.11M	Buy	116,740 +1,135	+1%	+$56.4K	0.29%	70
2023 Q1	$5.78M	Buy	115,605 +1,970	+2%	+$100K	0.35%	57
2022 Q4	$5.5M	Buy	113,635 +2,500	+2%	+$121K	0.39%	48
2022 Q3	$4.87M	Buy	111,135 +4,505	+4%	+$218K	0.4%	49
2022 Q2	$4.83M	Buy	106,630 +8,365	+9%	+$413K	0.4%	47
2022 Q1	$5.27M	Buy	98,265 +10,605	+12%	+$565K	0.37%	53
2021 Q4	$4.96M	Buy	87,660 +29,095	+50%	+$1.62M	0.37%	56
2021 Q3	$3.08M	Sell	58,565 -3,200	-5%	-$172K	0.42%	43
2021 Q2	$3.32M	Buy	61,765 +1,765	+3%	+$95.3K	0.59%	37
2021 Q1	$3.12M	Buy	60,000 +32,940	+122%	+$1.65M	0.6%	35
2020 Q4	$1.24M	Buy	+27,060	New	+$1.14M	0.34%	67
2020 Q3	–	Sell	-3,355	Closed	-$119K	–	396
2020 Q2	$119K	Sell	3,355 -5,945	-64%	-$197K	0.07%	157
2020 Q1	$268K	Sell	9,300 -4,065	-30%	-$151K	0.28%	49
2019 Q4	$552K	Sell	13,365 -215	-2%	-$8.52K	0.49%	33
2019 Q3	$525K	Sell	13,580 -325	-2%	-$12.5K	0.55%	32
2019 Q2	$540K	Sell	13,905 -5	-0%	-$192	0.62%	30
2019 Q1	$527K	Sell	13,910 -5,830	-30%	-$215K	0.69%	27
2018 Q4	$723K	Buy	+19,740	New	+$720K	0.67%	27

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

Apollon Wealth Management's IJH Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.89% in Q1 2026, buying an estimated $472K and bringing the position to 775,050 shares worth $52.3M. The position accounts for 0.85% of the portfolio, ranked #24.

Apollon Wealth Management first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Apollon Wealth Management held 775,050 shares of iShares Core S&P Mid-Cap ETF worth $52.3M as of Q1 2026.
Apollon Wealth Management bought 6,810 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $472K.
iShares Core S&P Mid-Cap ETF made up 0.85% of Apollon Wealth Management's portfolio in Q1 2026, its #24 holding.
Apollon Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.