Claro Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Claro Advisors’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	$3.87M	Buy	57,302 +2,660	+5%	+$185K	0.47%	45
2025 Q4	$3.61M	Buy	54,642 +6,146	+13%	+$403K	0.49%	40
2025 Q3	$3.16M	Sell	48,496 -3,199	-6%	-$206K	0.46%	44
2025 Q2	$3.21M	Buy	51,695 +973	+2%	+$57.1K	0.53%	45
2025 Q1	$2.96M	Sell	50,722 -1,639	-3%	-$102K	0.4%	48
2024 Q4	$3.26M	Buy	52,361 +2,225	+4%	+$143K	0.44%	42
2024 Q3	$3.12M	Buy	50,136 +2,550	+5%	+$154K	0.4%	48
2024 Q2	$2.78M	Buy	47,586 +3,742	+9%	+$220K	0.43%	43
2024 Q1	$2.66M	Buy	43,844 +1,214	+3%	+$68.7K	0.46%	44
2023 Q4	$2.36M	Buy	42,630 +5	+0%	+$254	0.51%	38
2023 Q3	$2.13M	Buy	42,625 +665	+2%	+$34.8K	0.53%	38
2023 Q2	$2.19M	Buy	41,960 +3,120	+8%	+$155K	0.55%	35
2023 Q1	$1.94M	Buy	38,840 +735	+2%	+$37.4K	0.57%	37
2022 Q4	$1.84M	Buy	38,105 +2,235	+6%	+$108K	0.6%	34
2022 Q3	$1.62M	Hold	35,870	–	–	0.65%	34
2022 Q2	$1.62M	Buy	35,870 +3,405	+10%	+$168K	0.65%	34
2022 Q1	$1.84M	Hold	32,465	–	–	0.66%	33
2021 Q4	$1.84M	Buy	32,465 +8,060	+33%	+$449K	0.66%	33
2021 Q3	$1.28M	Buy	24,405 +8,155	+50%	+$439K	0.54%	43
2021 Q2	$873K	Buy	16,250 +120	+0.7%	+$6.48K	0.39%	61
2021 Q1	$840K	Sell	16,130 -4,980	-24%	-$249K	0.43%	62
2020 Q4	$970K	Buy	21,110 +755	+4%	+$31.8K	0.52%	50
2020 Q3	$754K	Buy	20,355 +230	+1%	+$8.6K	0.48%	55
2020 Q2	$716K	Buy	20,125 +2,495	+14%	+$82.9K	0.49%	55
2020 Q1	$507K	Sell	17,630 -495	-3%	-$18.4K	0.47%	63
2019 Q4	$746K	Buy	18,125 +475	+3%	+$18.8K	0.57%	45
2019 Q3	$682K	Buy	17,650 +245	+1%	+$9.41K	0.61%	47
2019 Q2	$676K	Sell	17,405 -685	-4%	-$26.3K	0.62%	45
2019 Q1	$685K	Buy	18,090 +2,545	+16%	+$94K	0.68%	43
2018 Q4	$626K	Buy	+15,545	New	+$567K	0.5%	41

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

Claro Advisors's IJH Position: Q1 2026 in Review

Claro Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, buying an estimated $185K and bringing the position to 57,302 shares worth $3.87M. The position accounts for 0.47% of the portfolio, ranked #45.

Claro Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Claro Advisors held 57,302 shares of iShares Core S&P Mid-Cap ETF worth $3.87M as of Q1 2026.
Claro Advisors bought 2,660 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $185K.
iShares Core S&P Mid-Cap ETF made up 0.47% of Claro Advisors's portfolio in Q1 2026, its #45 holding.
Claro Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.