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

Cardiff Park 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 		$790K Sell
11,702
-85
-0.7% -$5.9K 0.06% 138
2025
Q4 		$778K Sell
11,787
-75
-0.6% -$4.91K 0.06% 140
2025
Q3 		$774K Buy
11,862
+20
+0.2% +$1.28K 0.06% 143
2025
Q2 		$734K Buy
11,842
+19
+0.2% +$1.11K 0.06% 137
2025
Q1 		$690K Buy
11,823
+13
+0.1% +$807 0.07% 134
2024
Q4 		$736K Buy
11,810
+21
+0.2% +$1.35K 0.07% 128
2024
Q3 		$735K Buy
11,789
+18
+0.2% +$1.08K 0.07% 125
2024
Q2 		$689K Buy
11,771
+12
+0.1% +$705 0.07% 128
2024
Q1 		$714K Sell
11,759
-31
-0.3% -$1.75K 0.07% 126
2023
Q4 		$653K Buy
11,790
+150
+1% +$7.61K 0.07% 131
2023
Q3 		$581K Buy
11,640
+2,635
+29% +$138K 0.07% 129
2023
Q2 		$471K Buy
9,005
+355
+4% +$17.6K 0.06% 153
2023
Q1 		$433K Buy
8,650
+10
+0.1% +$509 0.06% 153
2022
Q4 		$418K Sell
8,640
-1,955
-18% -$94.5K 0.06% 159
2022
Q3 		$465K Buy
10,595
+10
+0.1% +$483 0.07% 145
2022
Q2 		$479K Buy
10,585
+10
+0.1% +$494 0.07% 141
2022
Q1 		$568K Buy
10,575
+5
+0% +$266 0.08% 130
2021
Q4 		$598K Buy
+10,570
New +$588K 0.08% 126

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cardiff Park Advisors's IJH Position: Q1 2026 in Review

Cardiff Park Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.72% in Q1 2026, selling an estimated $5.9K and leaving 11,702 shares worth $790K. The position accounts for 0.06% of the portfolio, ranked #138.

Cardiff Park Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Cardiff Park Advisors held 11,702 shares of iShares Core S&P Mid-Cap ETF worth $790K as of Q1 2026.
  • Cardiff Park Advisors sold 85 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Cardiff Park Advisors's portfolio in Q1 2026, its #138 holding.
  • Cardiff Park Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.