Commonwealth Retirement Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Commonwealth Retirement Investments’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	$305K	Buy	4,513 +58	+1%	+$4.02K	0.09%	105
2025 Q4	$294K	Hold	4,455	–	–	0.09%	111
2025 Q3	$291K	Sell	4,455 -300	-6%	-$19.3K	0.1%	108
2025 Q2	$295K	Hold	4,755	–	–	0.11%	102
2025 Q1	$277K	Hold	4,755	–	–	0.11%	84
2024 Q4	$296K	Hold	4,755	–	–	0.12%	88
2024 Q3	$296K	Hold	4,755	–	–	0.12%	83
2024 Q2	$278K	Hold	4,755	–	–	0.13%	83
2024 Q1	$289K	Sell	4,755 -375	-7%	-$21.2K	0.14%	73
2023 Q4	$284K	Sell	5,130 -5,155	-50%	-$261K	0.15%	76
2023 Q3	$513K	Buy	10,285 +5,530	+116%	+$290K	0.3%	58
2023 Q2	$249K	Hold	4,755	–	–	0.14%	61
2023 Q1	$238K	Hold	4,755	–	–	0.14%	57
2022 Q4	$230K	Buy	+4,755	New	+$230K	0.14%	63

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

Commonwealth Retirement Investments's IJH Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $4.02K and bringing the position to 4,513 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #105.

Commonwealth Retirement Investments first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $513K in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Commonwealth Retirement Investments held 4,513 shares of iShares Core S&P Mid-Cap ETF worth $305K as of Q1 2026.
Commonwealth Retirement Investments bought 58 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.02K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #105 holding.
Commonwealth Retirement Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Commonwealth Retirement Investments's iShares Core S&P Mid-Cap ETF position peaked at $513K in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.