Blankinship & Foster’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blankinship & Foster’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	$1.71M	Sell	25,307 -469	-2%	-$32.5K	0.38%	25
2025 Q4	$1.7M	Sell	25,776 -161	-0.6%	-$10.5K	0.37%	26
2025 Q3	$1.69M	Sell	25,937 -505	-2%	-$32.5K	0.37%	26
2025 Q2	$1.64M	Sell	26,442 -826	-3%	-$48.5K	0.38%	24
2025 Q1	$1.59M	Buy	27,268 +4,655	+21%	+$289K	0.4%	23
2024 Q4	$1.41M	Sell	22,613 -460	-2%	-$29.5K	0.35%	26
2024 Q3	$1.44M	Sell	23,073 -1,061	-4%	-$64K	0.35%	24
2024 Q2	$1.41M	Sell	24,134 -1,104	-4%	-$64.9K	0.36%	25
2024 Q1	$1.53M	Sell	25,238 -802	-3%	-$45.4K	0.4%	22
2023 Q4	$1.44M	Sell	26,040 -2,125	-8%	-$108K	0.41%	23
2023 Q3	$1.4M	Sell	28,165 -2,235	-7%	-$117K	0.46%	21
2023 Q2	$1.59M	Sell	30,400 -3,545	-10%	-$176K	0.51%	18
2023 Q1	$1.7M	Sell	33,945 -1,560	-4%	-$79.5K	0.74%	17
2022 Q4	$1.72M	Buy	35,505 +1,435	+4%	+$69.3K	0.75%	20
2022 Q3	$1.49M	Sell	34,070 -690	-2%	-$33.4K	0.73%	19
2022 Q2	$1.57M	Sell	34,760 -705	-2%	-$34.8K	0.73%	19
2022 Q1	$1.9M	Sell	35,465 -470	-1%	-$25K	0.77%	18
2021 Q4	$2.04M	Buy	35,935 +10	+0%	+$557	0.77%	18
2021 Q3	$1.89M	Sell	35,925 -3,325	-8%	-$179K	0.77%	17
2021 Q2	$2.11M	Sell	39,250 -615	-2%	-$33.2K	0.84%	16
2021 Q1	$2.08M	Sell	39,865 -2,550	-6%	-$127K	0.86%	15
2020 Q4	$1.95M	Sell	42,415 -3,060	-7%	-$129K	0.81%	16
2020 Q3	$1.69M	Sell	45,475 -975	-2%	-$36.5K	0.8%	15
2020 Q2	$1.65M	Buy	46,450 +6,750	+17%	+$224K	0.87%	15
2020 Q1	$1.14M	Buy	39,700 +34,830	+715%	+$1.29M	0.76%	17
2019 Q4	$201K	Buy	+4,870	New	+$193K	0.11%	46
2018 Q4	–	Sell	-5,070	Closed	-$204K	–	47
2018 Q3	$204K	Sell	5,070 -160	-3%	-$6.43K	0.13%	41
2018 Q2	$204K	Buy	+5,230	New	+$202K	0.14%	35

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

Blankinship & Foster's IJH Position: Q1 2026 in Review

Blankinship & Foster reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q1 2026, selling an estimated $32.5K and leaving 25,307 shares worth $1.71M. The position accounts for 0.38% of the portfolio, ranked #25.

Blankinship & Foster first reported a position in IJH in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.11M in Q2 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Blankinship & Foster held 25,307 shares of iShares Core S&P Mid-Cap ETF worth $1.71M as of Q1 2026.
Blankinship & Foster sold 469 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $32.5K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Blankinship & Foster's portfolio in Q1 2026, its #25 holding.
Blankinship & Foster first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 28 quarters since.
Blankinship & Foster's iShares Core S&P Mid-Cap ETF position peaked at $2.11M in Q2 2021.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.