Aufman Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aufman Associates’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	$276K	Hold	4,091	–	–	0.14%	52
2025 Q4	$270K	Hold	4,091	–	–	0.14%	50
2025 Q3	$267K	Hold	4,091	–	–	0.15%	51
2025 Q2	$254K	Hold	4,091	–	–	0.16%	52
2025 Q1	$239K	Hold	4,091	–	–	0.16%	51
2024 Q4	$255K	Sell	4,091 -291	-7%	-$18.7K	0.17%	49
2024 Q3	$273K	Sell	4,382 -663	-13%	-$40K	0.18%	50
2024 Q2	$295K	Hold	5,045	–	–	0.21%	34
2024 Q1	$306K	Hold	5,045	–	–	0.22%	33
2023 Q4	$280K	Hold	5,045	–	–	0.21%	33
2023 Q3	$252K	Hold	5,045	–	–	0.21%	33
2023 Q2	$264K	Hold	5,045	–	–	0.22%	34
2023 Q1	$252K	Hold	5,045	–	–	0.21%	36
2022 Q4	$244K	Hold	5,045	–	–	0.23%	37
2022 Q3	$221K	Hold	5,045	–	–	0.23%	38
2022 Q2	$228K	Hold	5,045	–	–	0.22%	39
2022 Q1	$271K	Hold	5,045	–	–	0.21%	36
2021 Q4	$286K	Hold	5,045	–	–	0.21%	36
2021 Q3	$265K	Sell	5,045 -55	-1%	-$2.96K	0.22%	33
2021 Q2	$274K	Hold	5,100	–	–	0.21%	35
2021 Q1	$265K	Hold	5,100	–	–	0.22%	33
2020 Q4	$234K	Buy	+5,100	New	+$215K	0.21%	36
2020 Q1	–	Sell	-5,100	Closed	-$210K	–	39
2019 Q4	$210K	Buy	+5,100	New	+$202K	0.22%	40

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

Aufman Associates's IJH Position: Q1 2026 in Review

Aufman Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,091 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #52.

Aufman Associates first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $306K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Aufman Associates held 4,091 shares of iShares Core S&P Mid-Cap ETF worth $276K as of Q1 2026.
Aufman Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.14% of Aufman Associates's portfolio in Q1 2026, its #52 holding.
Aufman Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
Aufman Associates's iShares Core S&P Mid-Cap ETF position peaked at $306K in Q1 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.