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

Detalus 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	$230K	Sell	3,413 -2	-0.1%	-$139	0.05%	161
2025 Q4	$225K	Sell	3,415 -45	-1%	-$2.95K	0.05%	157
2025 Q3	$226K	Sell	3,460 -471	-12%	-$30.3K	0.06%	157
2025 Q2	$244K	Buy	3,931 +85	+2%	+$4.99K	0.07%	145
2025 Q1	$224K	Sell	3,846 -576	-13%	-$35.8K	0.07%	147
2024 Q4	$276K	Sell	4,422 -217	-5%	-$13.9K	0.09%	119
2024 Q3	$289K	Buy	4,639 +574	+14%	+$34.6K	0.1%	121
2024 Q2	$238K	Hold	4,065	–	–	0.08%	127
2024 Q1	$247K	Sell	4,065 -35	-0.9%	-$1.98K	0.09%	128
2023 Q4	$227K	Sell	4,100 -125	-3%	-$6.34K	0.09%	130
2023 Q3	$211K	Sell	4,225 -35	-0.8%	-$1.83K	0.1%	126
2023 Q2	$223K	Hold	4,260	–	–	0.1%	129
2023 Q1	$213K	Buy	+4,260	New	+$217K	0.1%	126
2022 Q2	–	Sell	-4,175	Closed	-$224K	–	125
2022 Q1	$224K	Hold	4,175	–	–	0.12%	99
2021 Q4	$236K	Buy	+4,175	New	+$232K	0.11%	106
2021 Q3	–	Sell	-3,750	Closed	-$202K	–	121
2021 Q2	$202K	Buy	+3,750	New	+$202K	0.11%	112

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

Detalus Advisors's IJH Position: Q1 2026 in Review

Detalus Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, selling an estimated $139 and leaving 3,413 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #161.

Detalus Advisors first reported a position in IJH in Q2 2021 and has held it in 16 quarters since. The position peaked at $289K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Detalus Advisors held 3,413 shares of iShares Core S&P Mid-Cap ETF worth $230K as of Q1 2026.
Detalus Advisors sold 2 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $139.
iShares Core S&P Mid-Cap ETF made up 0.05% of Detalus Advisors's portfolio in Q1 2026, its #161 holding.
Detalus Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 16 quarters since.
Detalus Advisors's iShares Core S&P Mid-Cap ETF position peaked at $289K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.