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

Cascade Financial Partners’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	$319K	Hold	4,718	–	–	0.03%	200
2025 Q4	$311K	Hold	4,718	–	–	0.03%	202
2025 Q3	$308K	Hold	4,718	–	–	0.04%	201
2025 Q2	$293K	Sell	4,718 -2,670	-36%	-$157K	0.04%	208
2025 Q1	$431K	Buy	+7,388	New	+$459K	0.05%	167

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

Cascade Financial Partners's IJH Position: Q1 2026 in Review

Cascade Financial Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,718 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #200.

Cascade Financial Partners first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $431K in Q1 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cascade Financial Partners held 4,718 shares of iShares Core S&P Mid-Cap ETF worth $319K as of Q1 2026.
Cascade Financial Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #200 holding.
Cascade Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Cascade Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $431K in Q1 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.