Delos Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Delos Wealth Advisors’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	$135K	Hold	2,000	–	–	0.08%	97
2025 Q4	$132K	Hold	2,000	–	–	0.09%	66
2025 Q3	$131K	Hold	2,000	–	–	0.09%	68
2025 Q2	$124K	Buy	+2,000	New	+$117K	0.1%	65
2023 Q4	–	Sell	-200	Closed	-$10.6K	–	364
2023 Q3	$10.6K	Hold	200	–	–	0.01%	139
2023 Q2	$10.5K	Hold	200	–	–	0.01%	135
2023 Q1	$10K	Hold	200	–	–	0.01%	132
2022 Q4	$9.68K	Hold	200	–	–	0.01%	135
2022 Q3	$9K	Hold	200	–	–	0.01%	141
2022 Q2	$9K	Hold	200	–	–	0.01%	144
2022 Q1	$11K	Hold	200	–	–	0.01%	162
2021 Q4	$11K	Buy	+200	New	+$11.1K	0.01%	200

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

Delos Wealth Advisors's IJH Position: Q1 2026 in Review

Delos Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,000 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #97.

Delos Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Delos Wealth Advisors held 2,000 shares of iShares Core S&P Mid-Cap ETF worth $135K as of Q1 2026.
Delos Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.08% of Delos Wealth Advisors's portfolio in Q1 2026, its #97 holding.
Delos Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.