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

Edgemoor Investment 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	$1.17M	Buy	17,382 +653	+4%	+$45.3K	0.09%	92
2025 Q4	$1.1M	Sell	16,729 -500	-3%	-$32.8K	0.09%	92
2025 Q3	$1.12M	Sell	17,229 -1,125	-6%	-$72.3K	0.09%	95
2025 Q2	$1.14M	Buy	18,354 +116	+0.6%	+$6.81K	0.1%	90
2025 Q1	$1.06M	Sell	18,238 -1,125	-6%	-$69.9K	0.1%	92
2024 Q4	$1.21M	Hold	19,363	–	–	0.11%	89
2024 Q3	$1.21M	Buy	19,363 +1,913	+11%	+$115K	0.1%	89
2024 Q2	$1.02M	Sell	17,450 -125	-0.7%	-$7.34K	0.1%	89
2024 Q1	$1.07M	Hold	17,575	–	–	0.1%	87
2023 Q4	$974K	Hold	17,575	–	–	0.1%	87
2023 Q3	$876K	Buy	17,575 +4,125	+31%	+$216K	0.1%	89
2023 Q2	$703K	Hold	13,450	–	–	0.08%	97
2023 Q1	$673K	Hold	13,450	–	–	0.08%	96
2022 Q4	$651K	Hold	13,450	–	–	0.08%	102
2022 Q3	$590K	Hold	13,450	–	–	0.08%	95
2022 Q2	$609K	Buy	13,450 +500	+4%	+$24.7K	0.08%	100
2022 Q1	$695K	Hold	12,950	–	–	0.07%	102
2021 Q4	$733K	Buy	+12,950	New	+$721K	0.08%	92

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

Edgemoor Investment Advisors's IJH Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q1 2026, buying an estimated $45.3K and bringing the position to 17,382 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #92.

Edgemoor Investment Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Edgemoor Investment Advisors held 17,382 shares of iShares Core S&P Mid-Cap ETF worth $1.17M as of Q1 2026.
Edgemoor Investment Advisors bought 653 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $45.3K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #92 holding.
Edgemoor Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Edgemoor Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.21M 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 Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.