Athena Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Athena Investment Management’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	$634K	Sell	9,388 -69	-0.7%	-$4.79K	0.33%	79
2025 Q4	$624K	Sell	9,457 -184	-2%	-$12.1K	0.32%	76
2025 Q3	$629K	Hold	9,641	–	–	0.33%	78
2025 Q2	$598K	Hold	9,641	–	–	0.33%	77
2025 Q1	$563K	Sell	9,641 -5	-0.1%	-$311	0.34%	69
2024 Q4	$601K	Sell	9,646 -5	-0.1%	-$321	0.35%	72
2024 Q3	$601K	Buy	9,651 +2	+0%	+$121	0.34%	66
2024 Q2	$565K	Hold	9,649	–	–	0.34%	73
2024 Q1	$586K	Sell	9,649 -6	-0.1%	-$340	0.35%	70
2023 Q4	$535K	Hold	9,655	–	–	0.35%	69
2023 Q3	$481K	Hold	9,655	–	–	0.34%	67
2023 Q2	$505K	Hold	9,655	–	–	0.35%	68
2023 Q1	$483K	Hold	9,655	–	–	0.35%	69
2022 Q4	$467K	Hold	9,655	–	–	0.34%	68
2022 Q3	$423K	Buy	9,655 +50	+0.5%	+$2.42K	0.36%	69
2022 Q2	$435K	Buy	+9,605	New	+$474K	0.34%	68

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

Athena Investment Management's IJH Position: Q1 2026 in Review

Athena Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.73% in Q1 2026, selling an estimated $4.79K and leaving 9,388 shares worth $634K. The position accounts for 0.33% of the portfolio, ranked #79.

Athena Investment Management first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Athena Investment Management held 9,388 shares of iShares Core S&P Mid-Cap ETF worth $634K as of Q1 2026.
Athena Investment Management sold 69 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.79K.
iShares Core S&P Mid-Cap ETF made up 0.33% of Athena Investment Management's portfolio in Q1 2026, its #79 holding.
Athena Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.