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

Elevated Capital 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	$250K	Buy	3,696 +8	+0.2%	+$555	0.06%	233
2025 Q4	$243K	Buy	3,688 +18	+0.5%	+$1.18K	0.06%	248
2025 Q3	$239K	Buy	3,670 +24	+0.7%	+$1.54K	0.06%	252
2025 Q2	$213K	Hold	3,646	–	–	0.06%	249
2025 Q1	$213K	Sell	3,646 -497	-12%	-$30.9K	0.06%	249
2024 Q4	$258K	Buy	4,143 +487	+13%	+$31.2K	0.07%	239
2024 Q3	$228K	Buy	3,656 +14	+0.4%	+$844	0.06%	258
2024 Q2	$213K	Sell	3,642 -320	-8%	-$18.8K	0.06%	221
2024 Q1	$241K	Buy	3,962 +12	+0.3%	+$679	0.07%	166
2023 Q4	$219K	Buy	+3,950	New	+$200K	0.07%	169
2023 Q3	–	Sell	-3,920	Closed	-$205K	–	175
2023 Q2	$205K	Buy	+3,920	New	+$195K	0.07%	178

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

Elevated Capital Advisors's IJH Position: Q1 2026 in Review

Elevated Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q1 2026, buying an estimated $555 and bringing the position to 3,696 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #233.

Elevated Capital Advisors first reported a position in IJH in Q2 2023 and has held it in 11 quarters since. The position peaked at $258K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Elevated Capital Advisors held 3,696 shares of iShares Core S&P Mid-Cap ETF worth $250K as of Q1 2026.
Elevated Capital Advisors bought 8 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $555.
iShares Core S&P Mid-Cap ETF made up 0.06% of Elevated Capital Advisors's portfolio in Q1 2026, its #233 holding.
Elevated Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
Elevated Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $258K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.