Equita Financial Network’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Equita Financial Network’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	$446K	Sell	6,603 -5,709	-46%	-$396K	0.14%	62
2025 Q4	$813K	Buy	12,312 +1,627	+15%	+$107K	0.24%	51
2025 Q3	$697K	Buy	10,685 +92	+0.9%	+$5.91K	0.24%	49
2025 Q2	$657K	Sell	10,593 -1,516	-13%	-$89K	0.26%	46
2025 Q1	$707K	Buy	12,109 +4,070	+51%	+$253K	0.25%	49
2024 Q4	$501K	Buy	8,039 +2,355	+41%	+$151K	0.18%	56
2024 Q3	$354K	Sell	5,684 -4,933	-46%	-$297K	0.13%	60
2024 Q2	$621K	Buy	+10,617	New	+$624K	0.26%	51

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

Equita Financial Network's IJH Position: Q1 2026 in Review

Equita Financial Network reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 46% in Q1 2026, selling an estimated $396K and leaving 6,603 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #62.

Equita Financial Network first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. The position peaked at $813K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Equita Financial Network held 6,603 shares of iShares Core S&P Mid-Cap ETF worth $446K as of Q1 2026.
Equita Financial Network sold 5,709 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $396K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Equita Financial Network's portfolio in Q1 2026, its #62 holding.
Equita Financial Network first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Equita Financial Network's iShares Core S&P Mid-Cap ETF position peaked at $813K 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 Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.