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

Curran Financial Partners’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 		$247K Buy
3,664
+3
+0.1% +$208 0.04% 110
2025
Q4 		$242K Sell
3,661
-171
-4% -$11.2K 0.05% 109
2025
Q3 		$250K Buy
3,832
+89
+2% +$5.72K 0.05% 118
2025
Q2 		$232K Buy
+3,743
New +$220K 0.05% 109

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

Curran Financial Partners's IJH Position: Q1 2026 in Review

Curran Financial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q1 2026, buying an estimated $208 and bringing the position to 3,664 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #110.

Curran Financial Partners first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Curran Financial Partners held 3,664 shares of iShares Core S&P Mid-Cap ETF worth $247K as of Q1 2026.
  • Curran Financial Partners bought 3 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $208.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Curran Financial Partners's portfolio in Q1 2026, its #110 holding.
  • Curran Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Curran Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $250K 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 Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.