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 Q2	$1.88M	Hold	24,445	–	–	0.3%	32
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Element Pointe Advisors's IJH Position: Q2 2026 in Review

Element Pointe Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 24,445 shares worth $1.88M. The position accounts for 0.3% of the portfolio, ranked #32.

Element Pointe Advisors first reported a position in IJH in Q4 2018 and has held it in 16 quarters since. The position peaked at $16M in Q4 2022. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Element Pointe Advisors held 24,445 shares of iShares Core S&P Mid-Cap ETF worth $1.88M as of Q2 2026.
Element Pointe Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.3% of Element Pointe Advisors's portfolio in Q2 2026, its #32 holding.
Element Pointe Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 16 quarters since.
Element Pointe Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16M in Q4 2022.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.