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

Claris Financial’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	$443K	Buy	6,560 +6	+0.1%	+$416	0.24%	92
2025 Q4	$433K	Buy	+6,554	New	+$429K	0.23%	98
2025 Q2	–	Sell	-3,717	Closed	-$232K	–	146
2025 Q1	$232K	Hold	3,717	–	–	0.15%	144
2024 Q4	$232K	Buy	+3,717	New	+$238K	0.15%	144

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

Claris Financial's IJH Position: Q1 2026 in Review

Claris Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q1 2026, buying an estimated $416 and bringing the position to 6,560 shares worth $443K. The position accounts for 0.24% of the portfolio, ranked #92.

Claris Financial first reported a position in IJH in Q4 2024 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Claris Financial held 6,560 shares of iShares Core S&P Mid-Cap ETF worth $443K as of Q1 2026.
Claris Financial bought 6 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $416.
iShares Core S&P Mid-Cap ETF made up 0.24% of Claris Financial's portfolio in Q1 2026, its #92 holding.
Claris Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.