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

Avion Wealth’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	$463K	Sell	6,860 -149	-2%	-$10.3K	0.1%	53
2025 Q4	$462K	Sell	7,009 -50	-0.7%	-$3.27K	0.1%	57
2025 Q3	$460K	Hold	7,059	–	–	0.1%	55
2025 Q2	$437K	Sell	7,059 -376	-5%	-$22.1K	0.1%	58
2025 Q1	$463K	Hold	7,435	–	–	0.12%	52
2024 Q4	$463K	Hold	7,435	–	–	0.12%	52
2024 Q3	$463K	Hold	7,435	–	–	0.12%	49
2024 Q2	$435K	Sell	7,435 -1,525	-17%	-$89.6K	0.12%	49
2024 Q1	$545K	Sell	8,960 -65	-0.7%	-$3.68K	0.15%	42
2023 Q4	$500K	Buy	9,025 +810	+10%	+$41.1K	0.14%	44
2023 Q3	$409K	Hold	8,215	–	–	0.12%	46
2023 Q2	$429K	Buy	8,215 +140	+2%	+$6.96K	0.11%	49
2023 Q1	$390K	Buy	8,075 +4,395	+119%	+$224K	0.11%	46
2022 Q4	$161K	Hold	3,680	–	–	0.05%	73
2022 Q3	$161K	Sell	3,680 -315	-8%	-$15.2K	0.05%	74
2022 Q2	$181K	Buy	3,995 +2,555	+177%	+$126K	0.06%	65
2022 Q1	$77K	Hold	1,440	–	–	0.02%	100
2021 Q4	$82K	Hold	1,440	–	–	0.02%	96
2021 Q3	$76K	Hold	1,440	–	–	0.02%	96
2021 Q2	$77K	Buy	1,440 +10	+0.7%	+$540	0.02%	96
2021 Q1	$74K	Hold	1,430	–	–	0.03%	93
2020 Q4	$66K	Hold	1,430	–	–	0.02%	104
2020 Q3	$53K	Hold	1,430	–	–	0.02%	88
2020 Q2	$51K	Sell	1,430 -1,785	-56%	-$59.3K	0.02%	88
2020 Q1	$93K	Buy	+3,215	New	+$120K	0.04%	54

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

Avion Wealth's IJH Position: Q1 2026 in Review

Avion Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q1 2026, selling an estimated $10.3K and leaving 6,860 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #53.

Avion Wealth first reported a position in IJH in Q1 2020 and has held it in 25 quarters since. The position peaked at $545K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Avion Wealth held 6,860 shares of iShares Core S&P Mid-Cap ETF worth $463K as of Q1 2026.
Avion Wealth sold 149 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.3K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Avion Wealth's portfolio in Q1 2026, its #53 holding.
Avion Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's iShares Core S&P Mid-Cap ETF position peaked at $545K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.