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

ARQ Wealth 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 		$1.45M Buy
+21,533
New +$1.49M 0.26% 83
2025
Q4 		– Sell
-22,160
Closed -$1.45M – 137
2025
Q3 		$1.45M Buy
22,160
+796
+4% +$51.2K 0.43% 52
2025
Q2 		$1.25M Hold
21,364
– – 0.43% 53
2025
Q1 		$1.25M Sell
21,364
-2,325
-10% -$144K 0.46% 48
2024
Q4 		$1.48M Sell
23,689
-625
-3% -$40.1K 0.56% 47
2024
Q3 		$1.5M Sell
24,314
-114
-0.5% -$6.88K 0.57% 40
2024
Q2 		$1.43M Buy
24,428
+4,358
+22% +$256K 0.62% 38
2024
Q1 		$1.22M Buy
20,070
+340
+2% +$19.2K 0.53% 40
2023
Q4 		$1.09M Sell
19,730
-480
-2% -$24.3K 0.65% 34
2023
Q3 		$1.01M Sell
20,210
-1,295
-6% -$67.9K 0.75% 29
2023
Q2 		$1.12M Buy
21,505
+100
+0.5% +$4.97K 0.73% 31
2023
Q1 		$1.07M Sell
21,405
-2,510
-10% -$128K 0.79% 28
2022
Q4 		$1.16M Sell
23,915
-230
-1% -$11.1K 0.76% 28
2022
Q3 		$1.06M Sell
24,145
-535
-2% -$25.9K 0.82% 28
2022
Q2 		$1.12M Sell
24,680
-90
-0.4% -$4.44K 0.8% 27
2022
Q1 		$1.33M Sell
24,770
-1,155
-4% -$61.5K 0.89% 25
2021
Q4 		$1.47M Buy
25,925
+850
+3% +$47.3K 1.04% 24
2021
Q3 		$1.32M Buy
25,075
+1,955
+8% +$105K 0.85% 25
2021
Q2 		$1.24M Sell
23,120
-5,145
-18% -$278K 0.8% 25
2021
Q1 		$1.47M Sell
28,265
-900
-3% -$44.9K 0.95% 25
2020
Q4 		$1.34M Buy
29,165
+4,025
+16% +$170K 0.84% 26
2020
Q3 		$932K Sell
25,140
-1,235
-5% -$46.2K 0.9% 24
2020
Q2 		$938K Buy
26,375
+40
+0.2% +$1.33K 0.91% 25
2020
Q1 		$758K Buy
+26,335
New +$979K 0.86% 24

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

ARQ Wealth Advisors's IJH Position: Q1 2026 in Review

ARQ Wealth Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 21,533 shares worth $1.45M. The stake represents 0.26% of the portfolio and ranks #83 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in IJH as recently as Q3 2025.

ARQ Wealth Advisors first reported a position in IJH in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.5M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • ARQ Wealth Advisors held 21,533 shares of iShares Core S&P Mid-Cap ETF worth $1.45M as of Q1 2026.
  • iShares Core S&P Mid-Cap ETF was a new ARQ Wealth Advisors position in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of ARQ Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • ARQ Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • ARQ Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.