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

Cosner Financial Group’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	$2.6M	Sell	38,501 -1,538	-4%	-$107K	1.43%	13
2025 Q4	$2.64M	Buy	40,039 +5,655	+16%	+$370K	1.35%	14
2025 Q3	$2.24M	Buy	34,384 +3,131	+10%	+$201K	1.21%	14
2025 Q2	$1.94M	Buy	31,253 +4,347	+16%	+$255K	1.08%	14
2025 Q1	$1.57M	Buy	26,906 +451	+2%	+$28K	0.96%	17
2024 Q4	$1.65M	Hold	26,455	–	–	1.04%	17
2024 Q3	$1.65M	Sell	26,455 -27	-0.1%	-$1.63K	1.06%	18
2024 Q2	$1.55M	Buy	26,482 +4,333	+20%	+$255K	1.1%	15
2024 Q1	$1.35M	Buy	22,149 +174	+0.8%	+$9.85K	0.96%	16
2023 Q4	$1.22M	Buy	21,975 +4,910	+29%	+$249K	1.03%	15
2023 Q3	$851K	Sell	17,065 -950	-5%	-$49.8K	0.75%	18
2023 Q2	$942K	Buy	+18,015	New	+$895K	0.78%	19

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 $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cosner Financial Group's IJH Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q1 2026, selling an estimated $107K and leaving 38,501 shares worth $2.6M. The position accounts for 1.43% of the portfolio, ranked #13.

Cosner Financial Group first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.64M in Q4 2025. 2,650 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cosner Financial Group held 38,501 shares of iShares Core S&P Mid-Cap ETF worth $2.6M as of Q1 2026.
Cosner Financial Group sold 1,538 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $107K.
iShares Core S&P Mid-Cap ETF made up 1.43% of Cosner Financial Group's portfolio in Q1 2026, its #13 holding.
Cosner Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $2.64M in Q4 2025.
2,650 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.