Coordinated Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Coordinated Financial Services’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	$683K	Sell	10,121 -2,762	-21%	-$192K	0.39%	80
2025 Q4	$850K	Sell	12,883 -607	-4%	-$39.8K	0.49%	62
2025 Q3	$880K	Sell	13,490 -1,876	-12%	-$121K	0.56%	54
2025 Q2	$953K	Sell	15,366 -6,749	-31%	-$396K	0.66%	50
2025 Q1	$1.29M	Sell	22,115 -1,975	-8%	-$123K	0.99%	30
2024 Q4	$1.5M	Buy	+24,090	New	+$1.55M	1.17%	20
2024 Q2	$1.34M	Sell	22,950 -3,388	-13%	-$199K	1.15%	25
2024 Q1	$1.6M	Buy	+26,338	New	+$1.49M	1.4%	14

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

Coordinated Financial Services's IJH Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q1 2026, selling an estimated $192K and leaving 10,121 shares worth $683K. The position accounts for 0.39% of the portfolio, ranked #80.

Coordinated Financial Services first reported a position in IJH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Coordinated Financial Services held 10,121 shares of iShares Core S&P Mid-Cap ETF worth $683K as of Q1 2026.
Coordinated Financial Services sold 2,762 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $192K.
iShares Core S&P Mid-Cap ETF made up 0.39% of Coordinated Financial Services's portfolio in Q1 2026, its #80 holding.
Coordinated Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $1.6M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.