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

Empower 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	$1.84M	Buy	27,304 +2,683	+11%	+$186K	﹤0.01%	212
2025 Q4	$1.62M	Sell	24,621 -3,664	-13%	-$240K	﹤0.01%	221
2025 Q3	$1.85M	Sell	28,285 -3,070	-10%	-$197K	0.01%	211
2025 Q2	$1.94M	Sell	31,355 -19,699	-39%	-$1.16M	0.01%	208
2025 Q1	$2.98M	Sell	51,054 -5,529	-10%	-$343K	0.01%	187
2024 Q4	$3.53M	Buy	56,583 +2,460	+5%	+$158K	0.01%	186
2024 Q3	$3.37M	Sell	54,123 -3,522	-6%	-$212K	0.01%	184
2024 Q2	$3.37M	Buy	57,645 +2,221	+4%	+$130K	0.01%	187
2024 Q1	$3.37M	Buy	55,424 +6,979	+14%	+$395K	0.01%	188
2023 Q4	$2.69M	Sell	48,445 -1,710	-3%	-$86.7K	0.01%	201
2023 Q3	$2.5M	Buy	50,155 +28,615	+133%	+$1.5M	0.01%	197
2023 Q2	$1.13M	Sell	21,540 -3,105	-13%	-$154K	﹤0.01%	231
2023 Q1	$1.23M	Buy	+24,645	New	+$1.26M	0.01%	230

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

Empower Advisory Group's IJH Position: Q1 2026 in Review

Empower Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, buying an estimated $186K and bringing the position to 27,304 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Empower Advisory Group first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.53M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Empower Advisory Group held 27,304 shares of iShares Core S&P Mid-Cap ETF worth $1.84M as of Q1 2026.
Empower Advisory Group bought 2,683 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $186K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #212 holding.
Empower Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $3.53M 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 Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.