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

Artemis 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	$5.97M	Buy	88,349 +41,609	+89%	+$2.89M	0.9%	10
2025 Q4	$3.08M	Hold	46,740	–	–	0.44%	17
2025 Q3	$3.05M	Buy	46,740 +15,650	+50%	+$1.01M	0.33%	18
2025 Q2	$1.93M	Sell	31,090 -251,873	-89%	-$14.8M	0.22%	16
2025 Q1	$16.5M	Buy	+282,963	New	+$17.6M	3.46%	3
2021 Q1	–	Sell	-505	Closed	-$23.2K	–	83
2020 Q4	$23.2K	Buy	+505	New	+$21.3K	﹤0.01%	51

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

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

Artemis Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 89% in Q1 2026, buying an estimated $2.89M and bringing the position to 88,349 shares worth $5.97M. The position accounts for 0.9% of the portfolio, ranked #10.

Artemis Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 6 quarters since. The position peaked at $16.5M in Q1 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Artemis Wealth Advisors held 88,349 shares of iShares Core S&P Mid-Cap ETF worth $5.97M as of Q1 2026.
Artemis Wealth Advisors bought 41,609 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.89M.
iShares Core S&P Mid-Cap ETF made up 0.9% of Artemis Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Artemis Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 6 quarters since.
Artemis Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16.5M in Q1 2025.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Artemis Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.