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

Essex Financial Services’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	$6.55M	Sell	97,043 -19	-0%	-$1.32K	0.37%	60
2025 Q4	$6.41M	Sell	97,062 -755	-0.8%	-$49.5K	0.36%	59
2025 Q3	$6.38M	Sell	97,817 -1,850	-2%	-$119K	0.38%	54
2025 Q2	$6.18M	Sell	99,667 -5,418	-5%	-$318K	0.41%	52
2025 Q1	$6.13M	Sell	105,085 -1,420	-1%	-$88.2K	0.44%	52
2024 Q4	$6.64M	Sell	106,505 -895	-0.8%	-$57.4K	0.47%	44
2024 Q3	$6.74M	Sell	107,400 -4,752	-4%	-$287K	0.48%	45
2024 Q2	$6.58M	Buy	112,152 +19,190	+21%	+$1.13M	0.49%	46
2024 Q1	$5.65M	Buy	92,962 +2,737	+3%	+$155K	0.52%	42
2023 Q4	$5M	Buy	90,225 +5,380	+6%	+$273K	0.52%	46
2023 Q3	$4.23M	Buy	84,845 +3,210	+4%	+$168K	0.49%	47
2023 Q2	$4.27M	Buy	81,635 +425	+0.5%	+$21.1K	0.49%	48
2023 Q1	$4.06M	Sell	81,210 -4,210	-5%	-$214K	0.43%	62
2022 Q4	$4.13M	Sell	85,420 -2,710	-3%	-$131K	0.44%	54
2022 Q3	$3.87M	Buy	88,130 +8,130	+10%	+$393K	0.46%	49
2022 Q2	$3.62M	Buy	80,000 +3,735	+5%	+$184K	0.4%	59
2022 Q1	$4.09M	Buy	76,265 +7,125	+10%	+$379K	0.39%	65
2021 Q4	$3.91M	Buy	69,140 +35	+0.1%	+$1.95K	0.39%	62
2021 Q3	$3.64M	Buy	69,105 +13,510	+24%	+$727K	0.42%	55
2021 Q2	$2.89M	Hold	55,595	–	–	0.42%	55
2021 Q1	$2.89M	Buy	55,595 +6,115	+12%	+$305K	0.52%	50
2020 Q4	$2.27M	Buy	49,480 +13,510	+38%	+$569K	0.45%	57
2020 Q3	$1.33M	Buy	35,970 +2,960	+9%	+$111K	0.33%	67
2020 Q2	$1.17M	Sell	33,010 -4,690	-12%	-$156K	0.36%	73
2020 Q1	$1.08M	Buy	37,700 +22,375	+146%	+$832K	0.39%	68
2019 Q4	$631K	Buy	15,325 +4,110	+37%	+$163K	0.17%	130
2019 Q3	$433K	Buy	+11,215	New	+$431K	0.14%	150
2019 Q1	–	Sell	-13,015	Closed	-$432K	–	243
2018 Q4	$432K	Sell	13,015 -1,190	-8%	-$43.4K	0.13%	143
2018 Q3	$572K	Buy	14,205 +3,335	+31%	+$134K	0.13%	147
2018 Q2	$424K	Sell	10,870 -42,995	-80%	-$1.66M	0.1%	174
2018 Q1	$2.02M	Buy	53,865 +39,805	+283%	+$1.52M	0.4%	67
2017 Q4	$534K	Buy	14,060 +4,655	+49%	+$172K	0.13%	145
2017 Q3	$337K	Sell	9,405 -34,920	-79%	-$1.22M	0.08%	196
2017 Q2	$1.54M	Buy	44,325 +5,410	+14%	+$187K	0.33%	80
2017 Q1	$1.33M	Buy	38,915 +1,405	+4%	+$47.8K	0.31%	83
2016 Q4	$1.24M	Buy	37,510 +1,445	+4%	+$45.8K	0.27%	90
2016 Q3	$1.12M	Sell	36,065 -105	-0.3%	-$3.25K	0.27%	98
2016 Q2	$1.08M	Sell	36,170 -1,045	-3%	-$30.6K	0.26%	94
2016 Q1	$1.07M	Buy	37,215 +100	+0.3%	+$2.67K	0.27%	91
2015 Q4	$1.03M	Sell	37,115 -475	-1%	-$13.6K	0.25%	99
2015 Q3	$1.03M	Buy	37,590 +1,725	+5%	+$50.2K	0.27%	92
2015 Q2	$1.08M	Buy	35,865 +1,700	+5%	+$51.8K	0.28%	93
2015 Q1	$1.04M	Buy	34,165 +735	+2%	+$21.7K	0.27%	98
2014 Q4	$968K	Buy	33,430 +1,330	+4%	+$37.4K	0.25%	96
2014 Q3	$878K	Hold	32,100	–	–	0.26%	93
2014 Q2	$919K	Hold	32,100	–	–	0.28%	88
2014 Q1	$883K	Sell	32,100 -1,695	-5%	-$45.6K	0.29%	83
2013 Q4	$918K	Buy	33,795 +4,315	+15%	+$111K	0.31%	80
2013 Q3	$732	Buy	29,480 +345	+1%	+$8.42K	0.23%	94
2013 Q2	$673K	Buy	+29,135	New	+$676K	0.24%	102

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

Essex Financial Services's IJH Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q1 2026, selling an estimated $1.32K and leaving 97,043 shares worth $6.55M. The position accounts for 0.37% of the portfolio, ranked #60.

Essex Financial Services first reported a position in IJH in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.74M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Essex Financial Services held 97,043 shares of iShares Core S&P Mid-Cap ETF worth $6.55M as of Q1 2026.
Essex Financial Services sold 19 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.32K.
iShares Core S&P Mid-Cap ETF made up 0.37% of Essex Financial Services's portfolio in Q1 2026, its #60 holding.
Essex Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 50 quarters since.
Essex Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $6.74M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.