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

Cassaday & Co Wealth Management’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	$1.16M	Sell	17,148 -1,084	-6%	-$75.2K	0.02%	128
2025 Q4	$1.2M	Buy	18,232 +942	+5%	+$61.7K	0.03%	120
2025 Q3	$1.13M	Buy	17,290 +161	+0.9%	+$10.3K	0.03%	124
2025 Q2	$1.06M	Sell	17,129 -2,251	-12%	-$132K	0.03%	124
2025 Q1	$1.13M	Buy	19,380 +4,174	+27%	+$259K	0.03%	105
2024 Q4	$947K	Buy	15,206 +1,892	+14%	+$121K	0.03%	124
2024 Q3	$830K	Buy	13,314 +774	+6%	+$46.7K	0.02%	131
2024 Q2	$734K	Hold	12,540	–	–	0.02%	137
2024 Q1	$762K	Buy	12,540 +190	+2%	+$10.8K	0.02%	134
2023 Q4	$685K	Sell	12,350 -1,335	-10%	-$67.7K	0.02%	134
2023 Q3	$682K	Buy	13,685 +150	+1%	+$7.86K	0.03%	116
2023 Q2	$708K	Sell	13,535 -7,065	-34%	-$351K	0.03%	118
2023 Q1	$1.03M	Sell	20,600 -180	-0.9%	-$9.17K	0.04%	88
2022 Q4	$1.01M	Buy	+20,780	New	+$1M	0.05%	87

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

Cassaday & Co Wealth Management's IJH Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q1 2026, selling an estimated $75.2K and leaving 17,148 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #128.

Cassaday & Co Wealth Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cassaday & Co Wealth Management held 17,148 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q1 2026.
Cassaday & Co Wealth Management sold 1,084 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $75.2K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #128 holding.
Cassaday & Co Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.2M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.