Cannon Wealth Management Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cannon Wealth Management Services’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	$211K	Sell	3,120 -368	-11%	-$25.5K	0.14%	82
2025 Q4	$230K	Sell	3,488 -3	-0.1%	-$197	0.16%	75
2025 Q3	$228K	Sell	3,491 -72	-2%	-$4.63K	0.17%	74
2025 Q2	$221K	Buy	3,563 +1	+0%	+$59	0.18%	74
2025 Q1	$207K	Buy	3,562 +1	+0%	+$62	0.19%	74
2024 Q4	$228K	Sell	3,561 -2,409	-40%	-$155K	0.2%	74
2024 Q3	$372K	Buy	+5,970	New	+$360K	0.34%	53

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

Cannon Wealth Management Services's IJH Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $25.5K and leaving 3,120 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #82.

Cannon Wealth Management Services first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. The position peaked at $372K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cannon Wealth Management Services held 3,120 shares of iShares Core S&P Mid-Cap ETF worth $211K as of Q1 2026.
Cannon Wealth Management Services sold 368 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $25.5K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Cannon Wealth Management Services's portfolio in Q1 2026, its #82 holding.
Cannon Wealth Management Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's iShares Core S&P Mid-Cap ETF position peaked at $372K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.