CWA
IJH icon

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

Consilio Wealth 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 		$5.82M Sell
86,240
-160,233
-65% -$11.1M 1.7% 15
2025
Q4 		$16.3M Buy
246,473
+15,445
+7% +$1.01M 4.76% 6
2025
Q3 		$15.1M Buy
231,028
+12,662
+6% +$814K 4.95% 6
2025
Q2 		$13.5M Buy
218,366
+1,483
+0.7% +$87.1K 4.83% 6
2025
Q1 		$12.7M Buy
216,883
+7,388
+4% +$459K 5.29% 7
2024
Q4 		$13.1M Buy
209,495
+3,127
+2% +$201K 5.34% 7
2024
Q3 		$12.9M Buy
206,368
+14,721
+8% +$888K 5.3% 7
2024
Q2 		$11.2M Buy
191,647
+177,647
+1,269% +$10.4M 5.03% 7
2024
Q1 		$850K Sell
14,000
-1,060
-7% -$60K 0.4% 27
2023
Q4 		$835K Buy
15,060
+115
+0.8% +$5.83K 0.42% 26
2023
Q3 		$724K Hold
14,945
– – 0.42% 27
2023
Q2 		$782K Sell
14,945
-415
-3% -$20.6K 0.43% 27
2023
Q1 		$768K Sell
15,360
-5,225
-25% -$266K 0.43% 29
2022
Q4 		$996K Sell
20,585
-4,065
-16% -$196K 0.64% 25
2022
Q3 		$1.08M Sell
24,650
-1,075
-4% -$52K 0.85% 25
2022
Q2 		$1.16M Sell
25,725
-1,525
-6% -$75.3K 0.94% 20
2022
Q1 		$1.46M Sell
27,250
-6,715
-20% -$358K 1.15% 18
2021
Q4 		$1.94M Buy
+33,965
New +$1.89M 1.5% 16

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Consilio Wealth Advisors's IJH Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 65% in Q1 2026, selling an estimated $11.1M and leaving 86,240 shares worth $5.82M. The position accounts for 1.7% of the portfolio, ranked #15.

Consilio Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.3M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Consilio Wealth Advisors held 86,240 shares of iShares Core S&P Mid-Cap ETF worth $5.82M as of Q1 2026.
  • Consilio Wealth Advisors sold 160,233 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11.1M.
  • iShares Core S&P Mid-Cap ETF made up 1.7% of Consilio Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Consilio Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16.3M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.