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Catherine Avery Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Catherine Avery Investment 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 		– Sell
-155
Closed -$10.2K – 127
2025
Q4 		$10.2K Hold
155
– – 0.01% 96
2025
Q3 		$10.1K Hold
155
– – 0.01% 98
2025
Q2 		$9.61K Hold
155
– – 0.01% 101
2025
Q1 		$9.04K Hold
155
– – 0.01% 98
2024
Q4 		$9.66K Buy
+155
New +$9.94K 0.01% 96

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Catherine Avery Investment Management's IJH Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 155 shares — an estimated $10.2K sold.

Catherine Avery Investment Management first reported a position in IJH in Q4 2024 and held it in 5 quarters. The position peaked at $10.2K in Q4 2025. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 155 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.2K.
  • Catherine Avery Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $10.2K in Q4 2025.
  • 2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.