Beacon Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beacon Financial Advisory’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	$240K	Sell	3,556 -226	-6%	-$15.7K	0.05%	358
2025 Q4	$250K	Sell	3,782 -674	-15%	-$44.2K	0.06%	330
2025 Q3	$291K	Sell	4,456 -8	-0.2%	-$514	0.07%	300
2025 Q2	$277K	Sell	4,464 -4,599	-51%	-$270K	0.07%	281
2025 Q1	$529K	Buy	+9,063	New	+$563K	0.16%	161
2024 Q3	–	Sell	-3,421	Closed	-$200K	–	308
2024 Q2	$200K	Sell	3,421 -876	-20%	-$51.5K	0.07%	279
2024 Q1	$261K	Sell	4,297 -24,118	-85%	-$1.37M	0.13%	196
2023 Q4	$1.57M	Sell	28,415 -5,030	-15%	-$255K	0.76%	27
2023 Q3	$1.67M	Sell	33,445 -880	-3%	-$46.1K	0.92%	24
2023 Q2	$1.79M	Sell	34,325 -2,160	-6%	-$107K	1.03%	17
2023 Q1	$1.83M	Sell	36,485 -305	-0.8%	-$15.5K	1.16%	15
2022 Q4	$1.78M	Sell	36,790 -800	-2%	-$38.6K	1.27%	17
2022 Q3	$1.65M	Sell	37,590 -1,060	-3%	-$51.2K	1.17%	21
2022 Q2	$1.75M	Buy	38,650 +685	+2%	+$33.8K	0.99%	21
2022 Q1	$2.04M	Buy	37,965 +95	+0.3%	+$5.06K	0.97%	24
2021 Q4	$2.14M	Buy	37,870 +295	+0.8%	+$16.4K	0.99%	24
2021 Q3	$1.98M	Sell	37,575 -40	-0.1%	-$2.15K	1.03%	24
2021 Q2	$2.02M	Buy	37,615 +235	+0.6%	+$12.7K	1.09%	20
2021 Q1	$1.95M	Sell	37,380 -10,355	-22%	-$517K	1.11%	19
2020 Q4	$2.19M	Buy	47,735 +1,730	+4%	+$72.9K	1.43%	12
2020 Q3	$1.71M	Buy	46,005 +2,635	+6%	+$98.5K	1.48%	13
2020 Q2	$1.54M	Sell	43,370 -1,155	-3%	-$38.4K	1.68%	14
2020 Q1	$1.28M	Sell	44,525 -365	-0.8%	-$13.6K	1.63%	16
2019 Q4	$1.85M	Buy	+44,890	New	+$1.78M	1.58%	13

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

Beacon Financial Advisory's IJH Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q1 2026, selling an estimated $15.7K and leaving 3,556 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #358.

Beacon Financial Advisory first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.19M in Q4 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Beacon Financial Advisory held 3,556 shares of iShares Core S&P Mid-Cap ETF worth $240K as of Q1 2026.
Beacon Financial Advisory sold 226 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $15.7K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #358 holding.
Beacon Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
Beacon Financial Advisory's iShares Core S&P Mid-Cap ETF position peaked at $2.19M in Q4 2020.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.