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

Econ Financial Services’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	$8.16M	Sell	120,850 -43,028	-26%	-$2.98M	3.79%	4
2025 Q4	$10.8M	Sell	163,878 -651	-0.4%	-$42.6K	5.42%	1
2025 Q3	$10.7M	Buy	164,529 +5,546	+3%	+$356K	5.35%	3
2025 Q2	$9.86M	Buy	158,983 +11,262	+8%	+$661K	5.08%	4
2025 Q1	$8.62M	Buy	147,721 +50,664	+52%	+$3.15M	4.59%	4
2024 Q4	$6.05M	Buy	97,057 +34,339	+55%	+$2.2M	3.47%	6
2024 Q3	$3.91M	Buy	62,718 +648	+1%	+$39.1K	2.19%	8
2024 Q2	$3.63M	Sell	62,070 -56,665	-48%	-$3.33M	2.25%	8
2024 Q1	$7.21M	Sell	118,735 -10,570	-8%	-$598K	4.48%	3
2023 Q4	$7.17M	Sell	129,305 -11,460	-8%	-$581K	5.04%	4
2023 Q3	$7.02M	Buy	+140,765	New	+$7.38M	5.12%	4
2022 Q1	–	Sell	-250	Closed	-$14K	–	174
2021 Q4	$14K	Buy	+250	New	+$13.9K	0.01%	113

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

Econ Financial Services's IJH Position: Q1 2026 in Review

Econ Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q1 2026, selling an estimated $2.98M and leaving 120,850 shares worth $8.16M. The position accounts for 3.79% of the portfolio, ranked #4.

Econ Financial Services first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. The position peaked at $10.8M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Econ Financial Services held 120,850 shares of iShares Core S&P Mid-Cap ETF worth $8.16M as of Q1 2026.
Econ Financial Services sold 43,028 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.98M.
iShares Core S&P Mid-Cap ETF made up 3.79% of Econ Financial Services's portfolio in Q1 2026, its #4 holding.
Econ Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Econ Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.