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

Delta Financial 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	$2.95M	Hold	43,678	–	–	0.77%	41
2025 Q4	$2.88M	Sell	43,678 -292	-0.7%	-$19.1K	0.75%	41
2025 Q3	$2.87M	Sell	43,970 -1,338	-3%	-$86K	0.81%	35
2025 Q2	$2.81M	Buy	45,308 +1	+0%	+$59	0.99%	33
2025 Q1	$2.64M	Buy	45,307 +1	+0%	+$62	0.99%	36
2024 Q4	$2.82M	Buy	45,306 +2,717	+6%	+$174K	1.05%	31
2024 Q3	$2.65M	Buy	42,589 +458	+1%	+$27.6K	0.96%	38
2024 Q2	$2.47M	Sell	42,131 -339	-0.8%	-$19.9K	0.95%	35
2024 Q1	$2.58M	Hold	42,470	–	–	1.02%	34
2023 Q4	$2.35M	Buy	42,470 +5	+0%	+$254	1.02%	33
2023 Q3	$2.12M	Hold	42,465	–	–	0.95%	34
2023 Q2	$2.22M	Hold	42,465	–	–	0.98%	31
2023 Q1	$2.12M	Sell	42,465 -7,660	-15%	-$390K	1.02%	33
2022 Q4	$2.42M	Buy	50,125 +5	+0%	+$242	1.18%	30
2022 Q3	$2.2M	Hold	50,120	–	–	1.17%	24
2022 Q2	$2.27M	Hold	50,120	–	–	1.13%	29
2022 Q1	$2.69M	Buy	50,120 +5	+0%	+$266	1.15%	25
2021 Q4	$2.84M	Hold	50,115	–	–	1.16%	25
2021 Q3	$2.64M	Hold	50,115	–	–	1.17%	26
2021 Q2	$2.69M	Sell	50,115 -4,020	-7%	-$217K	1.18%	25
2021 Q1	$2.82M	Hold	54,135	–	–	1.32%	20
2020 Q4	$2.49M	Hold	54,135	–	–	1.25%	22
2020 Q3	$2.01M	Buy	54,135 +5	+0%	+$187	1.11%	29
2020 Q2	$1.93M	Hold	54,130	–	–	1.13%	31
2020 Q1	$1.56M	Sell	54,130 -8,795	-14%	-$327K	1.07%	33
2019 Q4	$2.59M	Sell	62,925 -600	-0.9%	-$23.8K	1.01%	40
2019 Q3	$2.46M	Sell	63,525 -2,240	-3%	-$86.1K	0.99%	40
2019 Q2	$2.56M	Buy	+65,765	New	+$2.52M	1.05%	36

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

Delta Financial Advisors's IJH Position: Q1 2026 in Review

Delta Financial Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 43,678 shares worth $2.95M. The position accounts for 0.77% of the portfolio, ranked #41.

Delta Financial Advisors first reported a position in IJH in Q2 2019 and has held it in 28 quarters since. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Delta Financial Advisors held 43,678 shares of iShares Core S&P Mid-Cap ETF worth $2.95M as of Q1 2026.
Delta Financial 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 0.77% of Delta Financial Advisors's portfolio in Q1 2026, its #41 holding.
Delta Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.