EI
IJH icon

Ellevest Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ellevest Inc’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 		$2.83M Sell
41,952
-159
-0.4% -$11K 0.39% 37
2025
Q4 		$2.78M Sell
42,111
-235
-0.6% -$15.4K 0.38% 36
2025
Q3 		$2.76M Buy
42,346
+623
+1% +$40K 0.39% 35
2025
Q2 		$2.59M Sell
41,723
-17,253
-29% -$1.01M 0.41% 35
2025
Q1 		$3.44M Sell
58,976
-7,974
-12% -$495K 0.23% 37
2024
Q4 		$4.17M Sell
66,950
-3,436
-5% -$220K 0.24% 37
2024
Q3 		$4.39M Sell
70,386
-1,207
-2% -$72.8K 0.24% 38
2024
Q2 		$4.19M Buy
71,593
+304
+0.4% +$17.9K 0.25% 37
2024
Q1 		$4.33M Buy
71,289
+14,339
+25% +$812K 0.27% 36
2023
Q4 		$3.16M Buy
56,950
+3,380
+6% +$171K 0.22% 40
2023
Q3 		$2.67M Sell
53,570
-205
-0.4% -$10.7K 0.21% 38
2023
Q2 		$2.81M Buy
53,775
+1,175
+2% +$58.4K 0.21% 36
2023
Q1 		$2.63M Buy
52,600
+6,810
+15% +$347K 0.2% 37
2022
Q4 		$2.22M Buy
45,790
+3,415
+8% +$165K 0.19% 36
2022
Q3 		$1.86M Buy
42,375
+2,945
+7% +$142K 0.18% 40
2022
Q2 		$1.78M Buy
39,430
+3,425
+10% +$169K 0.17% 40
2022
Q1 		$1.93M Buy
36,005
+245
+0.7% +$13K 0.16% 42
2021
Q4 		$2.02M Buy
35,760
+60
+0.2% +$3.34K 0.18% 40
2021
Q3 		$1.88M Sell
35,700
-1,015
-3% -$54.6K 0.18% 37
2021
Q2 		$1.97M Buy
36,715
+340
+0.9% +$18.4K 0.2% 38
2021
Q1 		$1.89M Sell
36,375
-145
-0.4% -$7.24K 0.23% 36
2020
Q4 		$1.68M Sell
36,520
-735
-2% -$31K 0.25% 35
2020
Q3 		$1.38M Buy
37,255
+395
+1% +$14.8K 0.25% 34
2020
Q2 		$1.31M Buy
36,860
+465
+1% +$15.4K 0.28% 31
2020
Q1 		$1.05M Buy
36,395
+34,310
+1,646% +$1.28M 0.29% 29
2019
Q4 		$86K Buy
2,085
+650
+45% +$25.8K 0.02% 119
2019
Q3 		$55K Hold
1,435
– – 0.02% 114
2019
Q2 		$56K Hold
1,435
– – 0.02% 111
2019
Q1 		$54K Hold
1,435
– – 0.03% 89
2018
Q4 		$48K Buy
+1,435
New +$52.4K 0.02% 187

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ellevest Inc's IJH Position: Q1 2026 in Review

Ellevest Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q1 2026, selling an estimated $11K and leaving 41,952 shares worth $2.83M. The position accounts for 0.39% of the portfolio, ranked #37.

Ellevest Inc first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.39M in Q3 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Ellevest Inc held 41,952 shares of iShares Core S&P Mid-Cap ETF worth $2.83M as of Q1 2026.
  • Ellevest Inc sold 159 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11K.
  • iShares Core S&P Mid-Cap ETF made up 0.39% of Ellevest Inc's portfolio in Q1 2026, its #37 holding.
  • Ellevest Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's iShares Core S&P Mid-Cap ETF position peaked at $4.39M in Q3 2024.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.