Aviance Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aviance Capital Partners’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	$877K	Buy	12,993 +3,108	+31%	+$216K	0.1%	165
2025 Q4	$652K	Hold	9,885	–	–	0.08%	214
2025 Q3	$645K	Hold	9,885	–	–	0.08%	211
2025 Q2	$613K	Hold	9,885	–	–	0.08%	202
2025 Q1	$577K	Sell	9,885 -200	-2%	-$12.4K	0.08%	203
2024 Q4	$628K	Hold	10,085	–	–	0.09%	190
2024 Q3	$628K	Hold	10,085	–	–	0.08%	203
2024 Q2	$590K	Hold	10,085	–	–	0.08%	194
2024 Q1	$613K	Sell	10,085 -250	-2%	-$14.2K	0.09%	192
2023 Q4	$573K	Hold	10,335	–	–	0.12%	159
2023 Q3	$515K	Hold	10,335	–	–	0.12%	167
2023 Q2	$540K	Hold	10,335	–	–	0.11%	173
2023 Q1	$517K	Hold	10,335	–	–	0.12%	171
2022 Q4	$500K	Buy	+10,335	New	+$499K	0.12%	176

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

Aviance Capital Partners's IJH Position: Q1 2026 in Review

Aviance Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q1 2026, buying an estimated $216K and bringing the position to 12,993 shares worth $877K. The position accounts for 0.1% of the portfolio, ranked #165.

Aviance Capital Partners first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Aviance Capital Partners held 12,993 shares of iShares Core S&P Mid-Cap ETF worth $877K as of Q1 2026.
Aviance Capital Partners bought 3,108 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $216K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Aviance Capital Partners's portfolio in Q1 2026, its #165 holding.
Aviance Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.