Concord Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Concord Wealth Partners’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	-2,650	Closed	-$175K	–	475
2025 Q4	$175K	Sell	2,650 -1,577	-37%	-$103K	0.02%	206
2025 Q3	$276K	Sell	4,227 -194	-4%	-$12.5K	0.04%	170
2025 Q2	$274K	Buy	4,421 +6	+0.1%	+$352	0.04%	177
2025 Q1	$258K	Sell	4,415 -118	-3%	-$7.33K	0.04%	174
2024 Q4	$282K	Buy	4,533 +3	+0.1%	+$192	0.05%	176
2024 Q3	$282K	Buy	4,530 +174	+4%	+$10.5K	0.05%	175
2024 Q2	$255K	Buy	4,356 +10	+0.2%	+$587	0.04%	176
2024 Q1	$264K	Buy	4,346 +1,491	+52%	+$84.4K	0.05%	182
2023 Q4	$158K	Buy	2,855 +100	+4%	+$5.07K	0.03%	228
2023 Q3	$137K	Hold	2,755	–	–	0.03%	239
2023 Q2	$144K	Buy	2,755 +140	+5%	+$6.96K	0.03%	226
2023 Q1	$131K	Sell	2,615 -125	-5%	-$6.37K	0.04%	217
2022 Q4	$132K	Buy	+2,740	New	+$132K	0.04%	209
2022 Q3	–	Sell	-2,905	Closed	-$132K	–	611
2022 Q2	$132K	Buy	2,905 +40	+1%	+$1.98K	0.04%	222
2022 Q1	$154K	Buy	2,865 +165	+6%	+$8.79K	0.04%	223
2021 Q4	$153K	Buy	+2,700	New	+$150K	0.04%	230
2021 Q1	–	Sell	-1,625	Closed	-$75K	–	1028
2020 Q4	$75K	Buy	+1,625	New	+$68.5K	0.06%	161

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

Concord Wealth Partners's IJH Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 2,650 shares — an estimated $175K sold.

Concord Wealth Partners first reported a position in IJH in Q4 2020 and held it in 17 quarters. The position peaked at $282K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Concord Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 2,650 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $175K.
Concord Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 17 quarters.
Concord Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $282K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.