CBIZ Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CBIZ Investment Advisory 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	$1.41M	Sell	20,952 -12,924	-38%	-$897K	0.05%	22
2025 Q4	$2.24M	Buy	33,876 +1,558	+5%	+$102K	0.08%	20
2025 Q3	$2.11M	Sell	32,318 -80	-0.2%	-$5.14K	0.08%	20
2025 Q2	$2.01M	Sell	32,398 -3,129	-9%	-$184K	0.09%	19
2025 Q1	$2.07M	Sell	35,527 -117	-0.3%	-$7.27K	0.1%	19
2024 Q4	$2.22M	Sell	35,644 -3,510	-9%	-$225K	0.11%	20
2024 Q3	$2.44M	Buy	39,154 +6,209	+19%	+$374K	0.13%	21
2024 Q2	$1.93M	Buy	32,945 +1,482	+5%	+$87.1K	0.11%	19
2024 Q1	$1.91M	Buy	31,463 +5,543	+21%	+$314K	0.13%	21
2023 Q4	$1.44M	Buy	+25,920	New	+$1.31M	0.11%	21

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

CBIZ Investment Advisory Services's IJH Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 38% in Q1 2026, selling an estimated $897K and leaving 20,952 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #22.

CBIZ Investment Advisory Services first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

CBIZ Investment Advisory Services held 20,952 shares of iShares Core S&P Mid-Cap ETF worth $1.41M as of Q1 2026.
CBIZ Investment Advisory Services sold 12,924 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $897K.
iShares Core S&P Mid-Cap ETF made up 0.05% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #22 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $2.44M 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 CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.