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

Apriem 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	$246K	Sell	3,645 -1,000	-22%	-$69.4K	0.02%	163
2025 Q4	$307K	Hold	4,645	–	–	0.03%	145
2025 Q3	$303K	Hold	4,645	–	–	0.03%	148
2025 Q2	$288K	Sell	4,645 -5,500	-54%	-$323K	0.03%	148
2025 Q1	$592K	Sell	10,145 -2,175	-18%	-$135K	0.07%	102
2024 Q4	$768K	Buy	+12,320	New	+$790K	0.09%	86
2017 Q2	–	Sell	-730	Closed	-$25K	–	318
2017 Q1	$25K	Hold	730	–	–	0.01%	314
2016 Q4	$24K	Hold	730	–	–	0.01%	320
2016 Q3	$23K	Buy	730 +565	+342%	+$17.5K	0.01%	311
2016 Q2	$5K	Hold	165	–	–	﹤0.01%	461
2016 Q1	$5K	Buy	+165	New	+$4.41K	﹤0.01%	437

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

Apriem Advisors's IJH Position: Q1 2026 in Review

Apriem Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q1 2026, selling an estimated $69.4K and leaving 3,645 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #163.

Apriem Advisors first reported a position in IJH in Q1 2016 and has held it in 11 quarters since. The position peaked at $768K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Apriem Advisors held 3,645 shares of iShares Core S&P Mid-Cap ETF worth $246K as of Q1 2026.
Apriem Advisors sold 1,000 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $69.4K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #163 holding.
Apriem Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 11 quarters since.
Apriem Advisors's iShares Core S&P Mid-Cap ETF position peaked at $768K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.