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

Elwood & Goetz Wealth Advisory Group’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	$1.82M	Sell	26,948 -1,200	-4%	-$83.2K	0.31%	30
2025 Q4	$1.86M	Sell	28,148 -221	-0.8%	-$14.5K	0.33%	30
2025 Q3	$1.85M	Sell	28,369 -307	-1%	-$19.7K	0.36%	29
2025 Q2	$1.78M	Buy	28,676 +5,238	+22%	+$307K	0.38%	27
2025 Q1	$1.37M	Hold	23,438	–	–	0.33%	26
2024 Q4	$1.46M	Hold	23,438	–	–	0.36%	26
2024 Q3	$1.46M	Buy	23,438 +69	+0.3%	+$4.16K	0.36%	24
2024 Q2	$1.37M	Sell	23,369 -796	-3%	-$46.8K	0.39%	23
2024 Q1	$1.47M	Sell	24,165 -20	-0.1%	-$1.13K	0.36%	31
2023 Q4	$1.34M	Sell	24,185 -80	-0.3%	-$4.06K	0.28%	33
2023 Q3	$1.21M	Sell	24,265 -250	-1%	-$13.1K	0.28%	35
2023 Q2	$1.28M	Sell	24,515 -775	-3%	-$38.5K	0.29%	33
2023 Q1	$1.27M	Sell	25,290 -775	-3%	-$39.5K	0.3%	32
2022 Q4	$1.26M	Buy	26,065 +4,940	+23%	+$239K	0.38%	28
2022 Q3	$926K	Sell	21,125 -610	-3%	-$29.5K	0.31%	31
2022 Q2	$983K	Buy	21,735 +6,650	+44%	+$328K	0.33%	30
2022 Q1	$810K	Sell	15,085 -420	-3%	-$22.4K	0.25%	28
2021 Q4	$878K	Buy	15,505 +1,215	+9%	+$67.6K	0.27%	27
2021 Q3	$752K	Sell	14,290 -815	-5%	-$43.8K	0.26%	25
2021 Q2	$812K	Sell	15,105 -320	-2%	-$17.3K	0.31%	22
2021 Q1	$803K	Buy	15,425 +1,535	+11%	+$76.7K	0.33%	21
2020 Q4	$638K	Buy	13,890 +615	+5%	+$25.9K	0.29%	22
2020 Q3	$492K	Buy	13,275 +505	+4%	+$18.9K	0.27%	23
2020 Q2	$454K	Buy	+12,770	New	+$424K	0.28%	22

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

Elwood & Goetz Wealth Advisory Group's IJH Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q1 2026, selling an estimated $83.2K and leaving 26,948 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #30.

Elwood & Goetz Wealth Advisory Group first reported a position in IJH in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 26,948 shares of iShares Core S&P Mid-Cap ETF worth $1.82M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 1,200 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $83.2K.
iShares Core S&P Mid-Cap ETF made up 0.31% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #30 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $1.86M 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 Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.