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CVA Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CVA Family Office’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 		$4.35M Sell
64,462
-3,173
-5% -$220K 0.46% 45
2025
Q4 		$4.46M Sell
67,635
-1,002
-1% -$65.6K 0.51% 42
2025
Q3 		$4.48M Sell
68,637
-1,714
-2% -$110K 0.58% 39
2025
Q2 		$4.36M Sell
70,351
-937
-1% -$55K 0.61% 39
2025
Q1 		$4.16M Sell
71,288
-6,468
-8% -$402K 0.64% 36
2024
Q4 		$4.84M Buy
77,756
+965
+1% +$61.9K 0.77% 36
2024
Q3 		$4.79M Sell
76,791
-75
-0.1% -$4.52K 0.78% 31
2024
Q2 		$4.5M Sell
76,866
-9,259
-11% -$544K 0.81% 29
2024
Q1 		$5.23M Sell
86,125
-2,705
-3% -$153K 0.93% 24
2023
Q4 		$4.92M Sell
88,830
-210
-0.2% -$10.7K 0.96% 24
2023
Q3 		$4.44M Sell
89,040
-1,825
-2% -$95.6K 1.01% 25
2023
Q2 		$4.75M Buy
90,865
+3,015
+3% +$150K 1% 24
2023
Q1 		$4.4M Sell
87,850
-8,785
-9% -$448K 0.98% 24
2022
Q4 		$4.68M Sell
96,635
-6,830
-7% -$330K 1.13% 21
2022
Q3 		$4.54M Sell
103,465
-1,000
-1% -$48.3K 1.23% 22
2022
Q2 		$4.73M Buy
104,465
+1,605
+2% +$79.2K 1.29% 20
2022
Q1 		$5.52M Sell
102,860
-10,320
-9% -$549K 1.32% 18
2021
Q4 		$6.41M Buy
113,180
+59,695
+112% +$3.32M 1.59% 15
2021
Q3 		$1.98M Sell
53,485
-23,965
-31% -$1.29M 1.43% 18
2021
Q2 		$4.16M Buy
77,450
+20,070
+35% +$1.08M 1.18% 21
2021
Q1 		$2.99M Buy
57,380
+4,305
+8% +$215K 1.13% 23
2020
Q4 		$2.44M Sell
53,075
-410
-0.8% -$17.3K 1.5% 19
2020
Q3 		$1.98M Buy
53,485
+415
+0.8% +$15.5K 1.43% 18
2020
Q2 		$1.89M Sell
53,070
-2,715
-5% -$90.2K 1.55% 17
2020
Q1 		$1.6M Sell
55,785
-11,475
-17% -$427K 1.63% 17
2019
Q4 		$2.77M Buy
+67,260
New +$2.67M 2.55% 11

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

CVA Family Office's IJH Position: Q1 2026 in Review

CVA Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.7% in Q1 2026, selling an estimated $220K and leaving 64,462 shares worth $4.35M. The position accounts for 0.46% of the portfolio, ranked #45.

CVA Family Office first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.41M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • CVA Family Office held 64,462 shares of iShares Core S&P Mid-Cap ETF worth $4.35M as of Q1 2026.
  • CVA Family Office sold 3,173 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $220K.
  • iShares Core S&P Mid-Cap ETF made up 0.46% of CVA Family Office's portfolio in Q1 2026, its #45 holding.
  • CVA Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's iShares Core S&P Mid-Cap ETF position peaked at $6.41M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.