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

Beam Wealth 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	$757K	Sell	11,212 -904	-7%	-$62.7K	0.19%	82
2025 Q4	$800K	Sell	12,116 -8,269	-41%	-$542K	0.22%	78
2025 Q3	$1.33M	Sell	20,385 -5,697	-22%	-$366K	0.36%	61
2025 Q2	$1.62M	Buy	26,082 +2,077	+9%	+$122K	0.48%	51
2025 Q1	$1.4M	Buy	24,005 +1,396	+6%	+$86.7K	0.47%	50
2024 Q4	$1.41M	Sell	22,609 -719	-3%	-$46.1K	0.45%	51
2024 Q3	$1.45M	Buy	23,328 +6,478	+38%	+$391K	0.44%	47
2024 Q2	$986K	Sell	16,850 -680	-4%	-$39.9K	0.33%	58
2024 Q1	$1.06M	Buy	17,530 +565	+3%	+$32K	0.64%	39
2023 Q4	$940K	Sell	16,965 -610	-3%	-$30.9K	0.6%	40
2023 Q3	$877K	Buy	17,575 +40	+0.2%	+$2.1K	0.62%	38
2023 Q2	$917K	Sell	17,535 -480	-3%	-$23.9K	0.64%	34
2023 Q1	$901K	Sell	18,015 -85	-0.5%	-$4.33K	0.9%	36
2022 Q4	$876K	Sell	18,100 -240	-1%	-$11.6K	0.91%	37
2022 Q3	$804K	Sell	18,340 -4,995	-21%	-$241K	0.9%	43
2022 Q2	$1.06M	Sell	23,335 -165	-0.7%	-$8.14K	1.17%	31
2022 Q1	$1.26M	Sell	23,500 -5	-0%	-$266	1.45%	22
2021 Q4	$1.33M	Buy	23,505 +2,420	+11%	+$135K	1.52%	24
2021 Q3	$1.11M	Buy	21,085 +2,155	+11%	+$116K	0.95%	29
2021 Q2	$1.02M	Sell	18,930 -1,255	-6%	-$67.8K	0.88%	36
2021 Q1	$1.05M	Buy	20,185 +925	+5%	+$46.2K	0.94%	36
2020 Q4	$885K	Sell	19,260 -25	-0.1%	-$1.05K	0.84%	39
2020 Q3	$715K	Sell	19,285 -3,045	-14%	-$114K	0.67%	48
2020 Q2	$801K	Sell	22,330 -36,130	-62%	-$1.2M	0.81%	42
2020 Q1	$1.68M	Sell	58,460 -39,225	-40%	-$1.46M	1.67%	11
2019 Q4	$4.02M	Buy	+97,685	New	+$3.87M	3.75%	2

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

Beam Wealth Advisors's IJH Position: Q1 2026 in Review

Beam Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.5% in Q1 2026, selling an estimated $62.7K and leaving 11,212 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #82.

Beam Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.02M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Beam Wealth Advisors held 11,212 shares of iShares Core S&P Mid-Cap ETF worth $757K as of Q1 2026.
Beam Wealth Advisors sold 904 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $62.7K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Beam Wealth Advisors's portfolio in Q1 2026, its #82 holding.
Beam Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Beam Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.02M in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.