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

Droms Strauss 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	$960K	Buy	14,215 +3	+0%	+$208	0.25%	38
2025 Q4	$938K	Buy	14,212 +4	+0%	+$262	0.25%	40
2025 Q3	$927K	Sell	14,208 -344	-2%	-$22.1K	0.27%	40
2025 Q2	$902K	Buy	14,552 +4	+0%	+$235	0.28%	38
2025 Q1	$849K	Buy	14,548 +4	+0%	+$248	0.29%	37
2024 Q4	$906K	Buy	14,544 +6	+0%	+$385	0.3%	35
2024 Q3	$906K	Buy	14,538 +4	+0%	+$241	0.32%	34
2024 Q2	$851K	Sell	14,534 -276	-2%	-$16.2K	0.31%	35
2024 Q1	$900K	Buy	14,810 +280	+2%	+$15.9K	0.33%	36
2023 Q4	$805K	Buy	14,530 +15	+0.1%	+$761	0.31%	43
2023 Q3	$724K	Hold	14,515	–	–	0.31%	39
2023 Q2	$755K	Hold	14,515	–	–	0.32%	39
2023 Q1	$726K	Buy	14,515 +10	+0.1%	+$509	0.33%	37
2022 Q4	$701K	Sell	14,505 -375	-3%	-$18.1K	0.32%	39
2022 Q3	$653K	Sell	14,880 -2,205	-13%	-$107K	0.32%	35
2022 Q2	$773K	Sell	17,085 -1,265	-7%	-$62.4K	0.39%	29
2022 Q1	$1M	Hold	18,350	–	–	0.5%	17
2021 Q4	$1.04M	Sell	18,350 -95	-0.5%	-$5.29K	0.46%	23
2021 Q3	$970K	Sell	18,445 -280	-1%	-$15.1K	0.47%	23
2021 Q2	$1.01M	Buy	18,725 +8,895	+90%	+$480K	0.48%	23
2021 Q1	$512K	Sell	9,830 -1,005	-9%	-$50.2K	0.25%	31
2020 Q4	$500K	Buy	10,835 +350	+3%	+$14.7K	0.29%	25
2020 Q3	$389K	Sell	10,485 -3,375	-24%	-$126K	0.23%	34
2020 Q2	$490K	Sell	13,860 -61,300	-82%	-$2.04M	0.34%	22
2020 Q1	$2.17M	Buy	75,160 +59,030	+366%	+$2.19M	1.8%	12
2019 Q4	$664K	Buy	16,130 +2,010	+14%	+$79.7K	0.49%	25
2019 Q3	$546K	Hold	14,120	–	–	0.44%	24
2019 Q2	$549K	Buy	14,120 +10	+0.1%	+$383	0.41%	30
2019 Q1	$534K	Sell	14,110 -2,610	-16%	-$96.4K	0.41%	31
2018 Q4	$557K	Buy	+16,720	New	+$610K	0.52%	24

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

Droms Strauss Advisors's IJH Position: Q1 2026 in Review

Droms Strauss Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q1 2026, buying an estimated $208 and bringing the position to 14,215 shares worth $960K. The position accounts for 0.25% of the portfolio, ranked #38.

Droms Strauss Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.17M in Q1 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Droms Strauss Advisors held 14,215 shares of iShares Core S&P Mid-Cap ETF worth $960K as of Q1 2026.
Droms Strauss Advisors 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 0.25% of Droms Strauss Advisors's portfolio in Q1 2026, its #38 holding.
Droms Strauss Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Droms Strauss Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.17M in Q1 2020.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.