Cornerstone Advisors Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cornerstone Advisors Asset Management’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	$3.41M	Sell	50,453 -478	-0.9%	-$33.2K	0.53%	42
2025 Q4	$3.36M	Sell	50,931 -3,056	-6%	-$200K	0.55%	37
2025 Q3	$3.52M	Buy	53,987 +2,004	+4%	+$129K	0.62%	32
2025 Q2	$3.22M	Sell	51,983 -2,926	-5%	-$172K	0.62%	32
2025 Q1	$3.2M	Buy	54,909 +548	+1%	+$34K	0.66%	31
2024 Q4	$3.39M	Buy	54,361 +99	+0.2%	+$6.35K	0.73%	31
2024 Q3	$3.38M	Buy	54,262 +88	+0.2%	+$5.31K	0.75%	31
2024 Q2	$3.17M	Buy	54,174 +64	+0.1%	+$3.76K	0.9%	30
2024 Q1	$3.29M	Sell	54,110 -35	-0.1%	-$1.98K	1.16%	27
2023 Q4	$3M	Sell	54,145 -5,895	-10%	-$299K	1.13%	27
2023 Q3	$2.99M	Buy	60,040 +27,430	+84%	+$1.44M	1.2%	24
2023 Q2	$1.71M	Sell	32,610 -540	-2%	-$26.8K	0.74%	32
2023 Q1	$1.66M	Buy	33,150 +1,195	+4%	+$60.9K	0.81%	31
2022 Q4	$1.55M	Hold	31,955	–	–	0.83%	32
2022 Q3	$1.4M	Hold	31,955	–	–	1.07%	22
2022 Q2	$1.45M	Buy	31,955 +195	+0.6%	+$9.63K	1.03%	24
2022 Q1	$1.7M	Sell	31,760 -555	-2%	-$29.5K	1.18%	21
2021 Q4	$1.83M	Buy	+32,315	New	+$1.8M	1.39%	18

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

Cornerstone Advisors Asset Management's IJH Position: Q1 2026 in Review

Cornerstone Advisors Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.94% in Q1 2026, selling an estimated $33.2K and leaving 50,453 shares worth $3.41M. The position accounts for 0.53% of the portfolio, ranked #42.

Cornerstone Advisors Asset Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.52M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cornerstone Advisors Asset Management held 50,453 shares of iShares Core S&P Mid-Cap ETF worth $3.41M as of Q1 2026.
Cornerstone Advisors Asset Management sold 478 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $33.2K.
iShares Core S&P Mid-Cap ETF made up 0.53% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #42 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Cornerstone Advisors Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $3.52M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.