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

Emergent Wealth 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	–	Sell	-3,500	Closed	-$231K	–	135
2025 Q4	$231K	Buy	3,500 +205	+6%	+$13.4K	0.13%	124
2025 Q3	$215K	Buy	3,295 +10	+0.3%	+$643	0.12%	115
2025 Q2	$204K	Buy	+3,285	New	+$193K	0.13%	114
2025 Q1	–	Sell	-4,336	Closed	-$270K	–	116
2024 Q4	$270K	Buy	4,336 +147	+4%	+$9.43K	0.2%	89
2024 Q3	$261K	Buy	4,189 +454	+12%	+$27.4K	0.19%	89
2024 Q2	$219K	Buy	3,735 +336	+10%	+$19.7K	0.18%	94
2024 Q1	$206K	Buy	+3,399	New	+$192K	0.18%	97

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Emergent Wealth Advisors's IJH Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,500 shares — an estimated $231K sold.

Emergent Wealth Advisors first reported a position in IJH in Q1 2024 and held it in 7 quarters. The position peaked at $270K in Q4 2024. 2,657 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 3,500 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $231K.
Emergent Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
Emergent Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $270K in Q4 2024.
2,657 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.