Ballast Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ballast Advisors’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	$63.5K	Hold	940	–	–	0.02%	198
2025 Q4	$62K	Hold	940	–	–	0.02%	140
2025 Q3	$61.3K	Hold	940	–	–	0.02%	144
2025 Q2	$58.3K	Hold	940	–	–	0.02%	135
2025 Q1	$54.8K	Hold	940	–	–	0.02%	139
2024 Q4	$58.6K	Sell	940 -750	-44%	-$48.1K	0.02%	136
2024 Q3	$105K	Hold	1,690	–	–	0.03%	127
2024 Q2	$98.9K	Hold	1,690	–	–	0.03%	128
2024 Q1	$103K	Sell	1,690 -45	-3%	-$2.55K	0.03%	128
2023 Q4	$96.3K	Sell	1,735 -405	-19%	-$20.5K	0.04%	126
2023 Q3	$107K	Hold	2,140	–	–	0.04%	128
2023 Q2	$112K	Hold	2,140	–	–	0.04%	133
2023 Q1	$107K	Hold	2,140	–	–	0.04%	130
2022 Q4	$104K	Hold	2,140	–	–	0.05%	124
2022 Q3	$94K	Hold	2,140	–	–	0.04%	121
2022 Q2	$97K	Hold	2,140	–	–	0.04%	122
2022 Q1	$115K	Hold	2,140	–	–	0.04%	126
2021 Q4	$121K	Hold	2,140	–	–	0.05%	129
2021 Q3	$113K	Hold	2,140	–	–	0.05%	127
2021 Q2	$115K	Hold	2,140	–	–	0.05%	124
2021 Q1	$111K	Hold	2,140	–	–	0.05%	120
2020 Q4	$98K	Hold	2,140	–	–	0.05%	118
2020 Q3	$79K	Sell	2,140 -180	-8%	-$6.73K	0.05%	118
2020 Q2	$83K	Buy	2,320 +225	+11%	+$7.47K	0.06%	112
2020 Q1	$60K	Sell	2,095 -355	-14%	-$13.2K	0.06%	108
2019 Q4	$101K	Buy	+2,450	New	+$97.1K	0.07%	108

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

Ballast Advisors's IJH Position: Q1 2026 in Review

Ballast Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 940 shares worth $63.5K. The position accounts for 0.02% of the portfolio, ranked #198.

Ballast Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $121K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Ballast Advisors held 940 shares of iShares Core S&P Mid-Cap ETF worth $63.5K as of Q1 2026.
Ballast Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Ballast Advisors's portfolio in Q1 2026, its #198 holding.
Ballast Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Ballast Advisors's iShares Core S&P Mid-Cap ETF position peaked at $121K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.