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

Atlanta Consulting Group 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	$28.9M	Buy	427,269 +123,459	+41%	+$8.56M	6.2%	5
2025 Q4	$20.1M	Buy	303,810 +13,582	+5%	+$890K	4.54%	5
2025 Q3	$18.9M	Buy	290,228 +4,850	+2%	+$312K	4.63%	5
2025 Q2	$17.7M	Buy	285,378 +5,620	+2%	+$330K	4.85%	5
2025 Q1	$16.3M	Buy	279,758 +78,368	+39%	+$4.87M	4.77%	6
2024 Q4	$12.5M	Sell	201,390 -4,646	-2%	-$298K	4.63%	4
2024 Q3	$12.8M	Sell	206,036 -66,089	-24%	-$3.99M	3.19%	4
2024 Q2	$15.9M	Buy	272,125 +148,199	+120%	+$8.71M	3.43%	5
2024 Q1	$7.53M	Buy	+123,926	New	+$7.02M	2.6%	8

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

Atlanta Consulting Group Advisors's IJH Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 41% in Q1 2026, buying an estimated $8.56M and bringing the position to 427,269 shares worth $28.9M. The position accounts for 6.2% of the portfolio, ranked #5.

Atlanta Consulting Group Advisors first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Atlanta Consulting Group Advisors held 427,269 shares of iShares Core S&P Mid-Cap ETF worth $28.9M as of Q1 2026.
Atlanta Consulting Group Advisors bought 123,459 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.56M.
iShares Core S&P Mid-Cap ETF made up 6.2% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #5 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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