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

Atomi Financial 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 		$1.84M Buy
27,188
+4,165
+18% +$289K 0.06% 266
2025
Q4 		$1.52M Buy
23,023
+280
+1% +$18.3K 0.04% 290
2025
Q3 		$1.48M Buy
22,743
+50
+0.2% +$3.21K 0.05% 261
2025
Q2 		$1.41M Buy
22,693
+226
+1% +$13.3K 0.05% 253
2025
Q1 		$1.31M Sell
22,467
-1,838
-8% -$114K 0.06% 234
2024
Q4 		$1.51M Buy
24,305
+6,276
+35% +$403K 0.08% 188
2024
Q3 		$1.12M Buy
18,029
+3,235
+22% +$195K 0.07% 220
2024
Q2 		$866K Buy
14,794
+1,541
+12% +$90.5K 0.06% 243
2024
Q1 		$805K Sell
13,253
-152
-1% -$8.61K 0.07% 223
2023
Q4 		$743K Sell
13,405
-565
-4% -$28.7K 0.1% 181
2023
Q3 		$697K Buy
+13,970
New +$732K 0.23% 114

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

Atomi Financial Group's IJH Position: Q1 2026 in Review

Atomi Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, buying an estimated $289K and bringing the position to 27,188 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #266.

Atomi Financial Group first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Atomi Financial Group held 27,188 shares of iShares Core S&P Mid-Cap ETF worth $1.84M as of Q1 2026.
  • Atomi Financial Group bought 4,165 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $289K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #266 holding.
  • Atomi Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.