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

Black Diamond Financial’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	$500K	Buy	7,404 +1,704	+30%	+$118K	0.05%	108
2025 Q4	$376K	Sell	5,700 -3,484	-38%	-$228K	0.04%	119
2025 Q3	$599K	Buy	9,184 +1,955	+27%	+$126K	0.07%	92
2025 Q2	$448K	Buy	7,229 +655	+10%	+$38.5K	0.07%	91
2025 Q1	$384K	Buy	6,574 +9	+0.1%	+$559	0.06%	104
2024 Q4	$409K	Buy	6,565 +2,725	+71%	+$175K	0.06%	98
2024 Q3	$239K	Buy	3,840 +50	+1%	+$3.02K	0.04%	122
2024 Q2	$222K	Buy	+3,790	New	+$223K	0.04%	127
2019 Q1	–	Sell	-11,435	Closed	-$295K	–	55
2018 Q4	$295K	Buy	+11,435	New	+$417K	0.23%	50

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

Black Diamond Financial's IJH Position: Q1 2026 in Review

Black Diamond Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q1 2026, buying an estimated $118K and bringing the position to 7,404 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #108.

Black Diamond Financial first reported a position in IJH in Q4 2018 and has held it in 9 quarters since. The position peaked at $599K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Black Diamond Financial held 7,404 shares of iShares Core S&P Mid-Cap ETF worth $500K as of Q1 2026.
Black Diamond Financial bought 1,704 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $118K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Black Diamond Financial's portfolio in Q1 2026, its #108 holding.
Black Diamond Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 9 quarters since.
Black Diamond Financial's iShares Core S&P Mid-Cap ETF position peaked at $599K in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.