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

Element Wealth’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	$3.73M	Sell	55,248 -10,844	-16%	-$752K	1.54%	14
2025 Q4	$4.36M	Buy	66,092 +1,190	+2%	+$78K	1.8%	11
2025 Q3	$4.24M	Buy	64,902 +2,877	+5%	+$185K	1.84%	11
2025 Q2	$3.85M	Buy	62,025 +1,404	+2%	+$82.4K	1.77%	13
2025 Q1	$3.54M	Sell	60,621 -1,054	-2%	-$65.5K	1.9%	12
2024 Q4	$3.84M	Buy	61,675 +610	+1%	+$39.1K	2.01%	10
2024 Q3	$3.81M	Sell	61,065 -806	-1%	-$48.6K	2.02%	10
2024 Q2	$3.62M	Sell	61,871 -5,728	-8%	-$337K	2.04%	11
2024 Q1	$4.11M	Sell	67,599 -576	-0.8%	-$32.6K	2.4%	8
2023 Q4	$3.78M	Sell	68,175 -1,970	-3%	-$99.9K	2.37%	8
2023 Q3	$3.5M	Sell	70,145 -2,785	-4%	-$146K	2.52%	8
2023 Q2	$3.81M	Sell	72,930 -1,955	-3%	-$97.2K	2.66%	7
2023 Q1	$3.75M	Buy	74,885 +1,285	+2%	+$65.5K	2.79%	8
2022 Q4	$3.56M	Sell	73,600 -3,045	-4%	-$147K	2.91%	8
2022 Q3	$3.36M	Buy	76,645 +490	+0.6%	+$23.7K	3.1%	7
2022 Q2	$3.45M	Sell	76,155 -1,435	-2%	-$70.8K	3.43%	7
2022 Q1	$4.16M	Sell	77,590 -2,580	-3%	-$137K	3.36%	7
2021 Q4	$4.54M	Sell	80,170 -11,260	-12%	-$627K	3.43%	9
2021 Q3	$4.81M	Buy	91,430 +7,625	+9%	+$410K	3.84%	7
2021 Q2	$4.5M	Sell	83,805 -1,155	-1%	-$62.4K	3.51%	8
2021 Q1	$4.42M	Buy	84,960 +790	+0.9%	+$39.5K	3.68%	7
2020 Q4	$3.87M	Sell	84,170 -2,455	-3%	-$103K	3.58%	5
2020 Q3	$3.21M	Sell	86,625 -3,080	-3%	-$115K	3.43%	7
2020 Q2	$3.19M	Buy	89,705 +2,775	+3%	+$92.2K	3.66%	6
2020 Q1	$2.5M	Buy	86,930 +5,590	+7%	+$208K	3.46%	8
2019 Q4	$3.35M	Buy	+81,340	New	+$3.22M	3.43%	11

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 Wealth's IJH Position: Q1 2026 in Review

Element Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $752K and leaving 55,248 shares worth $3.73M. The position accounts for 1.54% of the portfolio, ranked #14.

Element Wealth first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.81M in Q3 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Element Wealth held 55,248 shares of iShares Core S&P Mid-Cap ETF worth $3.73M as of Q1 2026.
Element Wealth sold 10,844 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $752K.
iShares Core S&P Mid-Cap ETF made up 1.54% of Element Wealth's portfolio in Q1 2026, its #14 holding.
Element Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Element Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4.81M in Q3 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.