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

Encompass 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	$15.1M	Buy	223,490 +1,279	+0.6%	+$88.7K	5.25%	5
2025 Q4	$14.7M	Buy	222,211 +7,185	+3%	+$471K	4.99%	5
2025 Q3	$14M	Buy	215,026 +6,852	+3%	+$440K	4.78%	5
2025 Q2	$12.9M	Buy	208,174 +8,044	+4%	+$472K	4.73%	5
2025 Q1	$11.7M	Buy	200,130 +6,419	+3%	+$399K	4.75%	5
2024 Q4	$12.1M	Buy	193,711 +1,993	+1%	+$128K	4.87%	5
2024 Q3	$11.9M	Buy	191,718 +3,340	+2%	+$201K	2.99%	5
2024 Q2	$11M	Buy	188,378 +1,825	+1%	+$107K	2.92%	5
2024 Q1	$11.3M	Buy	186,553 +2,138	+1%	+$121K	3.01%	5
2023 Q4	$10.2M	Buy	184,415 +6,645	+4%	+$337K	3.07%	6
2023 Q3	$8.87M	Buy	177,770 +7,765	+5%	+$407K	2.95%	8
2023 Q2	$8.89M	Buy	170,005 +1,020	+0.6%	+$50.7K	2.89%	8
2023 Q1	$8.45M	Buy	168,985 +2,405	+1%	+$123K	2.88%	8
2022 Q4	$8.06M	Sell	166,580 -4,185	-2%	-$202K	2.94%	7
2022 Q3	$7.49M	Sell	170,765 -2,825	-2%	-$137K	2.85%	8
2022 Q2	$7.85M	Sell	173,590 -35,860	-17%	-$1.77M	2.78%	8
2022 Q1	$11.2M	Buy	209,450 +3,005	+1%	+$160K	2.84%	7
2021 Q4	$11.7M	Buy	206,445 +11,605	+6%	+$646K	2.84%	7
2021 Q3	$10.3M	Buy	194,840 +2,540	+1%	+$137K	2.67%	8
2021 Q2	$10.3M	Sell	192,300 -7,985	-4%	-$431K	2.54%	8
2021 Q1	$10.7M	Buy	200,285 +55,730	+39%	+$2.78M	2.73%	7
2020 Q4	$6.64M	Buy	+144,555	New	+$6.09M	3.83%	7

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

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

Encompass Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.58% in Q1 2026, buying an estimated $88.7K and bringing the position to 223,490 shares worth $15.1M. The position accounts for 5.25% of the portfolio, ranked #5.

Encompass Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Encompass Wealth Advisors held 223,490 shares of iShares Core S&P Mid-Cap ETF worth $15.1M as of Q1 2026.
Encompass Wealth Advisors bought 1,279 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $88.7K.
iShares Core S&P Mid-Cap ETF made up 5.25% of Encompass Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Encompass Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.