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

Axxcess 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	$70.8M	Sell	1,048,923 -874	-0.1%	-$60.6K	2.27%	9
2025 Q4	$69.3M	Buy	1,049,797 +122,379	+13%	+$8.02M	1.2%	12
2025 Q3	$60.5M	Buy	927,418 +65,139	+8%	+$4.19M	1.28%	15
2025 Q2	$53.5M	Buy	862,279 +98,378	+13%	+$5.77M	1.25%	16
2025 Q1	$44.6M	Buy	763,901 +7,632	+1%	+$474K	1.18%	17
2024 Q4	$47.1M	Buy	756,269 +22,282	+3%	+$1.43M	1.13%	18
2024 Q3	$45.7M	Buy	733,987 +8,596	+1%	+$518K	1.12%	18
2024 Q2	$42.4M	Sell	725,391 -7,051	-1%	-$414K	1.12%	17
2024 Q1	$44.5M	Buy	732,442 +16,847	+2%	+$954K	1.22%	15
2023 Q4	$39.7M	Buy	715,595 +89,785	+14%	+$4.55M	1.15%	15
2023 Q3	$31.2M	Buy	625,810 +487,190	+351%	+$25.5M	1.06%	17
2023 Q2	$7.25M	Sell	138,620 -21,125	-13%	-$1.05M	0.52%	39
2023 Q1	$7.99M	Buy	159,745 +18,260	+13%	+$930K	0.6%	32
2022 Q4	$6.84M	Buy	141,485 +82,395	+139%	+$3.98M	0.56%	36
2022 Q3	$2.59M	Buy	59,090 +720	+1%	+$34.8K	0.25%	85
2022 Q2	$2.64M	Sell	58,370 -6,815	-10%	-$336K	0.24%	88
2022 Q1	$3.5M	Buy	65,185 +4,740	+8%	+$252K	0.27%	79
2021 Q4	$3.42M	Buy	+60,445	New	+$3.36M	0.25%	79

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

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

Axxcess Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q1 2026, selling an estimated $60.6K and leaving 1,048,923 shares worth $70.8M. The position accounts for 2.27% of the portfolio, ranked #9.

Axxcess Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Axxcess Wealth Management held 1,048,923 shares of iShares Core S&P Mid-Cap ETF worth $70.8M as of Q1 2026.
Axxcess Wealth Management sold 874 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $60.6K.
iShares Core S&P Mid-Cap ETF made up 2.27% of Axxcess Wealth Management's portfolio in Q1 2026, its #9 holding.
Axxcess 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.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.