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Ashton Thomas Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ashton Thomas Private Wealth’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 		$31.9M Buy
472,175
+13,255
+3% +$919K 0.75% 22
2025
Q4 		$30.3M Buy
458,920
+17,180
+4% +$1.13M 0.74% 25
2025
Q3 		$28.8M Buy
441,740
+22,387
+5% +$1.44M 0.75% 23
2025
Q2 		$26M Sell
419,353
-38,469
-8% -$2.26M 0.92% 15
2025
Q1 		$26.7M Buy
457,822
+8,073
+2% +$501K 1.02% 13
2024
Q4 		$28M Buy
449,749
+46,278
+11% +$2.97M 1.09% 13
2024
Q3 		$25.1M Buy
403,471
+9,024
+2% +$544K 1.32% 10
2024
Q2 		$23.1M Buy
394,447
+1,650
+0.4% +$96.9K 1.26% 9
2024
Q1 		$23.9M Buy
392,797
+7,187
+2% +$407K 1.37% 9
2023
Q4 		$21.4M Buy
385,610
+6,945
+2% +$352K 1.34% 9
2023
Q3 		$18.9M Buy
378,665
+41,025
+12% +$2.15M 1.38% 8
2023
Q2 		$17.7M Buy
337,640
+20,950
+7% +$1.04M 1.35% 10
2023
Q1 		$15.8M Buy
316,690
+28,690
+10% +$1.46M 1.39% 9
2022
Q4 		$13.9M Buy
288,000
+4,815
+2% +$233K 1.38% 8
2022
Q3 		$12.4M Buy
283,185
+5,935
+2% +$287K 1.4% 8
2022
Q2 		$12.5M Buy
277,250
+13,840
+5% +$683K 1.36% 12
2022
Q1 		$14.1M Buy
263,410
+101,475
+63% +$5.4M 1.24% 9
2021
Q4 		$9.17M Buy
161,935
+120,300
+289% +$6.7M 0.89% 22
2021
Q3 		$2.19M Buy
41,635
+305
+0.7% +$16.4K 0.32% 82
2021
Q2 		$2.22M Buy
41,330
+7,150
+21% +$386K 0.34% 79
2021
Q1 		$1.78M Buy
34,180
+7,920
+30% +$396K 0.3% 87
2020
Q4 		$1.21M Buy
26,260
+13,580
+107% +$572K 0.23% 112
2020
Q3 		$470K Sell
12,680
-4,985
-28% -$186K 0.12% 182
2020
Q2 		$628K Sell
17,665
-5,160
-23% -$171K 0.19% 137
2020
Q1 		$657K Sell
22,825
-670
-3% -$24.9K 0.27% 100
2019
Q4 		$967K Buy
+23,495
New +$931K 0.32% 90

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

Ashton Thomas Private Wealth's IJH Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, buying an estimated $919K and bringing the position to 472,175 shares worth $31.9M. The position accounts for 0.75% of the portfolio, ranked #22.

Ashton Thomas Private Wealth 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.

  • Ashton Thomas Private Wealth held 472,175 shares of iShares Core S&P Mid-Cap ETF worth $31.9M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 13,255 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $919K.
  • iShares Core S&P Mid-Cap ETF made up 0.75% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #22 holding.
  • Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.