Avidian Wealth Enterprises’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Avidian Wealth Enterprises's IJH Position: Q1 2026 in Review
Avidian Wealth Enterprises increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 37% in Q1 2026, buying an estimated $27.2M and bringing the position to 1,460,891 shares worth $98.7M. The position accounts for 3.12% of the portfolio, ranked #3.
Avidian Wealth Enterprises first reported a position in IJH in Q1 2019 and has held it in 29 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Avidian Wealth Enterprises held 1,460,891 shares of iShares Core S&P Mid-Cap ETF worth $98.7M as of Q1 2026.
- Avidian Wealth Enterprises bought 391,474 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $27.2M.
- iShares Core S&P Mid-Cap ETF made up 3.12% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #3 holding.
- Avidian Wealth Enterprises first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.