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

Elevate Wealth Advisory’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	$21.3K	Sell	315 -225	-42%	-$15.6K	0.01%	107
2025 Q4	$35.6K	Hold	540	–	–	0.02%	96
2025 Q3	$35.2K	Hold	540	–	–	0.03%	97
2025 Q2	$33.5K	Hold	540	–	–	0.02%	109
2025 Q1	$31.5K	Hold	540	–	–	0.02%	105
2024 Q4	$33.6K	Hold	540	–	–	0.03%	95
2024 Q3	$33.7K	Hold	540	–	–	0.03%	98
2024 Q2	$31.6K	Hold	540	–	–	0.03%	92
2024 Q1	$32.8K	Hold	540	–	–	0.03%	89
2023 Q4	$29.9K	Buy	+540	New	+$27.4K	0.03%	91

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

Elevate Wealth Advisory's IJH Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 42% in Q1 2026, selling an estimated $15.6K and leaving 315 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #107.

Elevate Wealth Advisory first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.6K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Elevate Wealth Advisory held 315 shares of iShares Core S&P Mid-Cap ETF worth $21.3K as of Q1 2026.
Elevate Wealth Advisory sold 225 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $15.6K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #107 holding.
Elevate Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares Core S&P Mid-Cap ETF position peaked at $35.6K 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 Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.