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

Element Pointe 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	$1.65M	Sell	24,445 -962	-4%	-$66.7K	0.31%	31
2025 Q4	$1.68M	Hold	25,407	–	–	0.32%	30
2025 Q3	$1.66M	Buy	25,407 +570	+2%	+$36.6K	0.35%	32
2025 Q2	$1.54M	Hold	24,837	–	–	0.37%	27
2025 Q1	$1.45M	Hold	24,837	–	–	0.35%	25
2024 Q4	$1.55M	Hold	24,837	–	–	0.36%	25
2024 Q3	$1.55M	Sell	24,837 -845	-3%	-$51K	0.38%	24
2024 Q2	$1.5M	Sell	25,682 -5,123	-17%	-$301K	0.38%	26
2024 Q1	$1.87M	Sell	30,805 -150,285	-83%	-$8.51M	0.48%	22
2023 Q4	$10M	Sell	181,090 -45,735	-20%	-$2.32M	2.42%	10
2023 Q3	$11.3M	Buy	226,825 +48,680	+27%	+$2.55M	2.9%	9
2023 Q2	$9.32M	Sell	178,145 -41,035	-19%	-$2.04M	2.4%	11
2023 Q1	$11M	Sell	219,180 -112,440	-34%	-$5.73M	2.96%	9
2022 Q4	$16M	Buy	+331,620	New	+$16M	4.96%	7
2019 Q1	–	Sell	-149,115	Closed	-$4.95M	–	89
2018 Q4	$4.95M	Buy	+149,115	New	+$5.44M	3.13%	9

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

Element Pointe Advisors's IJH Position: Q1 2026 in Review

Element Pointe Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q1 2026, selling an estimated $66.7K and leaving 24,445 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #31.

Element Pointe Advisors first reported a position in IJH in Q4 2018 and has held it in 15 quarters since. The position peaked at $16M in Q4 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Element Pointe Advisors held 24,445 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q1 2026.
Element Pointe Advisors sold 962 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $66.7K.
iShares Core S&P Mid-Cap ETF made up 0.31% of Element Pointe Advisors's portfolio in Q1 2026, its #31 holding.
Element Pointe Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 15 quarters since.
Element Pointe Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16M in Q4 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Element Pointe Advisors's 13F filing for Q1 2026, filed 7 May 2026.