Ascent Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ascent Group’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	$1.66M	Buy	24,576 +965	+4%	+$66.9K	0.06%	278
2025 Q4	$1.56M	Buy	23,611 +2,486	+12%	+$163K	0.05%	289
2025 Q3	$1.38M	Sell	21,125 -316	-1%	-$20.3K	0.05%	310
2025 Q2	$1.33M	Sell	21,441 -1,631	-7%	-$95.7K	0.05%	284
2025 Q1	$1.35M	Buy	23,072 +3,999	+21%	+$248K	0.06%	289
2024 Q4	$1.19M	Sell	19,073 -5,597	-23%	-$359K	0.09%	254
2024 Q3	$1.54M	Sell	24,670 -255	-1%	-$15.4K	0.12%	225
2024 Q2	$1.46M	Sell	24,925 -1,805	-7%	-$106K	0.12%	221
2024 Q1	$1.62M	Sell	26,730 -2,440	-8%	-$138K	0.14%	216
2023 Q4	$1.65M	Sell	29,170 -2,670	-8%	-$135K	0.16%	181
2023 Q3	$1.53M	Sell	31,840 -24,785	-44%	-$1.3M	0.17%	174
2023 Q2	$3.03M	Buy	56,625 +20,630	+57%	+$1.03M	0.33%	78
2023 Q1	$1.8M	Sell	35,995 -1,220	-3%	-$62.2K	0.19%	158
2022 Q4	$1.8M	Sell	37,215 -1,600	-4%	-$77.3K	0.21%	147
2022 Q3	$1.88M	Hold	38,815	–	–	0.23%	133
2022 Q2	$1.95M	Sell	38,815 -535	-1%	-$26.4K	0.23%	139
2022 Q1	$2.11M	Sell	39,350 -8,295	-17%	-$442K	0.25%	143
2021 Q4	$2.46M	Buy	+47,645	New	+$2.65M	0.31%	113

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

Ascent Group's IJH Position: Q1 2026 in Review

Ascent Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q1 2026, buying an estimated $66.9K and bringing the position to 24,576 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #278.

Ascent Group first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.03M in Q2 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Ascent Group held 24,576 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q1 2026.
Ascent Group bought 965 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $66.9K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Ascent Group's portfolio in Q1 2026, its #278 holding.
Ascent Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Ascent Group's iShares Core S&P Mid-Cap ETF position peaked at $3.03M in Q2 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.