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

Argent 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 		$16.8M Buy
248,567
+4,835
+2% +$335K 4.58% 2
2025
Q4 		$16.1M Buy
243,732
+6,393
+3% +$419K 4.49% 2
2025
Q3 		$15.5M Buy
237,339
+9,760
+4% +$627K 4.57% 2
2025
Q2 		$14.1M Buy
227,579
+7,149
+3% +$420K 4.36% 3
2025
Q1 		$12.9M Sell
220,430
-5,972
-3% -$371K 4.3% 3
2024
Q4 		$14.1M Sell
226,402
-6,074
-3% -$390K 5.23% 2
2024
Q3 		$14.5M Buy
232,476
+2,513
+1% +$152K 5.38% 2
2024
Q2 		$13.5M Sell
229,963
-2,602
-1% -$153K 5.35% 2
2024
Q1 		$14.1M Buy
232,565
+465
+0.2% +$26.3K 5.59% 2
2023
Q4 		$12.9M Sell
232,100
-6,060
-3% -$307K 5.64% 3
2023
Q3 		$11.9M Sell
238,160
-2,480
-1% -$130K 5.43% 3
2023
Q2 		$12.6M Buy
240,640
+50,600
+27% +$2.51M 5.77% 3
2023
Q1 		$9.51M Buy
190,040
+21,215
+13% +$1.08M 4.54% 5
2022
Q4 		$8.17M Buy
168,825
+490
+0.3% +$23.7K 4.23% 4
2022
Q3 		$7.38M Buy
168,335
+4,890
+3% +$236K 4.31% 4
2022
Q2 		$7.39M Buy
163,445
+22,365
+16% +$1.1M 4.16% 5
2022
Q1 		$7.57M Sell
141,080
-30,885
-18% -$1.64M 4.06% 5
2021
Q4 		$9.74M Buy
171,965
+4,455
+3% +$248K 5.25% 4
2021
Q3 		$8.81M Buy
167,510
+11,640
+7% +$626K 5.05% 4
2021
Q2 		$8.38M Buy
155,870
+2,840
+2% +$153K 5.09% 4
2021
Q1 		$7.97M Buy
153,030
+2,630
+2% +$131K 5.13% 4
2020
Q4 		$6.91M Sell
150,400
-9,740
-6% -$410K 4.23% 4
2020
Q3 		$5.93M Buy
160,140
+7,475
+5% +$279K 4.06% 4
2020
Q2 		$5.43M Buy
152,665
+50,410
+49% +$1.67M 4.15% 4
2020
Q1 		$2.94M Sell
102,255
-15,340
-13% -$570K 2.95% 6
2019
Q4 		$4.85M Buy
+117,595
New +$4.66M 3.63% 6

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

Argent Advisors's IJH Position: Q1 2026 in Review

Argent Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2026, buying an estimated $335K and bringing the position to 248,567 shares worth $16.8M. The position accounts for 4.58% of the portfolio, ranked #2.

Argent Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Argent Advisors held 248,567 shares of iShares Core S&P Mid-Cap ETF worth $16.8M as of Q1 2026.
  • Argent Advisors bought 4,835 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $335K.
  • iShares Core S&P Mid-Cap ETF made up 4.58% of Argent Advisors's portfolio in Q1 2026, its #2 holding.
  • Argent Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.