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

Elk River Wealth Management’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	$648K	Sell	9,600 -352	-4%	-$24.4K	0.11%	65
2025 Q4	$657K	Sell	9,952 -552	-5%	-$36.2K	0.11%	67
2025 Q3	$685K	Hold	10,504	–	–	0.11%	62
2025 Q2	$651K	Sell	10,504 -11	-0.1%	-$646	0.11%	60
2025 Q1	$614K	Sell	10,515 -100	-0.9%	-$6.21K	0.11%	59
2024 Q4	$661K	Sell	10,615 -565	-5%	-$36.2K	0.12%	57
2024 Q3	$697K	Sell	11,180 -390	-3%	-$23.5K	0.13%	58
2024 Q2	$677K	Sell	11,570 -130	-1%	-$7.64K	0.13%	56
2024 Q1	$711K	Sell	11,700 -2,660	-19%	-$151K	0.14%	55
2023 Q4	$796K	Buy	14,360 +4,035	+39%	+$205K	0.15%	60
2023 Q3	$517K	Sell	10,325 -160	-2%	-$8.38K	0.11%	69
2023 Q2	$548K	Sell	10,485 -950	-8%	-$47.2K	0.12%	67
2023 Q1	$572K	Sell	11,435 -25	-0.2%	-$1.27K	0.13%	67
2022 Q4	$554K	Sell	11,460 -820	-7%	-$39.6K	0.13%	72
2022 Q3	$539K	Sell	12,280 -1,045	-8%	-$50.5K	0.14%	68
2022 Q2	$603K	Sell	13,325 -65	-0.5%	-$3.21K	0.15%	67
2022 Q1	$719K	Sell	13,390 -4,420	-25%	-$235K	0.16%	65
2021 Q4	$1.01M	Sell	17,810 -154,705	-90%	-$8.61M	0.23%	61
2021 Q3	$9.08M	Buy	172,515 +15,385	+10%	+$828K	2.3%	10
2021 Q2	$8.45M	Buy	157,130 +10,235	+7%	+$553K	2.19%	11
2021 Q1	$7.65M	Buy	146,895 +28,245	+24%	+$1.41M	2.18%	10
2020 Q4	$5.45M	Buy	+118,650	New	+$5M	1.8%	15

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

Elk River Wealth Management's IJH Position: Q1 2026 in Review

Elk River Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, selling an estimated $24.4K and leaving 9,600 shares worth $648K. The position accounts for 0.11% of the portfolio, ranked #65.

Elk River Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.08M in Q3 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Elk River Wealth Management held 9,600 shares of iShares Core S&P Mid-Cap ETF worth $648K as of Q1 2026.
Elk River Wealth Management sold 352 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $24.4K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Elk River Wealth Management's portfolio in Q1 2026, its #65 holding.
Elk River Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $9.08M 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 Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.