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

Avaii Wealth 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	$299K	Sell	4,429 -1,107	-20%	-$76.8K	0.1%	120
2025 Q4	$365K	Sell	5,536 -136,081	-96%	-$8.91M	0.13%	97
2025 Q3	$9.24M	Buy	141,617 +2,999	+2%	+$193K	3.52%	7
2025 Q2	$8.6M	Sell	138,618 -27,219	-16%	-$1.6M	3.82%	6
2025 Q1	$9.68M	Buy	165,837 +160,077	+2,779%	+$9.94M	5.17%	4
2024 Q4	$359K	Hold	5,760	–	–	0.18%	77
2024 Q3	$359K	Hold	5,760	–	–	0.18%	79
2024 Q2	$337K	Hold	5,760	–	–	0.19%	96
2024 Q1	$350K	Hold	5,760	–	–	0.21%	90
2023 Q4	$319K	Sell	5,760 -355	-6%	-$18K	0.21%	101
2023 Q3	$305K	Sell	6,115 -160	-3%	-$8.38K	0.23%	92
2023 Q2	$328K	Hold	6,275	–	–	0.25%	85
2023 Q1	$314K	Sell	6,275 -185	-3%	-$9.43K	0.27%	89
2022 Q4	$312K	Sell	6,460 -115	-2%	-$5.56K	0.28%	87
2022 Q3	$288K	Buy	6,575 +290	+5%	+$14K	0.3%	79
2022 Q2	$284K	Sell	6,285 -280	-4%	-$13.8K	0.3%	72
2022 Q1	$353K	Hold	6,565	–	–	0.33%	63
2021 Q4	$372K	Buy	+6,565	New	+$365K	0.37%	60

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

Avaii Wealth Management's IJH Position: Q1 2026 in Review

Avaii Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q1 2026, selling an estimated $76.8K and leaving 4,429 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #120.

Avaii Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.68M in Q1 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Avaii Wealth Management held 4,429 shares of iShares Core S&P Mid-Cap ETF worth $299K as of Q1 2026.
Avaii Wealth Management sold 1,107 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $76.8K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Avaii Wealth Management's portfolio in Q1 2026, its #120 holding.
Avaii Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Avaii Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $9.68M in Q1 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.