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

Concurrent Investment 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	$36.4M	Buy	538,822 +13,982	+3%	+$970K	0.4%	46
2025 Q4	$34.6M	Buy	524,840 +25,428	+5%	+$1.67M	0.39%	47
2025 Q3	$32.6M	Buy	499,412 +664	+0.1%	+$42.7K	0.56%	34
2025 Q2	$30.9M	Buy	498,748 +120,221	+32%	+$7.06M	0.6%	29
2025 Q1	$22.1M	Sell	378,527 -30,905	-8%	-$1.92M	0.54%	33
2024 Q4	$25.5M	Sell	409,432 -40,687	-9%	-$2.61M	0.69%	28
2024 Q3	$28.1M	Buy	450,119 +17,542	+4%	+$1.06M	0.83%	20
2024 Q2	$25.3M	Buy	432,577 +13,361	+3%	+$785K	0.83%	19
2024 Q1	$25.5M	Buy	419,216 +12,306	+3%	+$697K	1.03%	16
2023 Q4	$22.6M	Buy	+406,910	New	+$20.6M	1.07%	12

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

Concurrent Investment Advisors's IJH Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q1 2026, buying an estimated $970K and bringing the position to 538,822 shares worth $36.4M. The position accounts for 0.4% of the portfolio, ranked #46.

Concurrent Investment Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Concurrent Investment Advisors held 538,822 shares of iShares Core S&P Mid-Cap ETF worth $36.4M as of Q1 2026.
Concurrent Investment Advisors bought 13,982 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $970K.
iShares Core S&P Mid-Cap ETF made up 0.4% of Concurrent Investment Advisors's portfolio in Q1 2026, its #46 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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