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

Ethos Financial 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	$1.42M	Buy	21,426 +5,653	+36%	+$392K	0.1%	165
2025 Q4	$1.04M	Sell	15,773 -349	-2%	-$22.9K	0.08%	190
2025 Q3	$1.05M	Hold	16,122	–	–	0.08%	175
2025 Q2	$1,000K	Sell	16,122 -1,023	-6%	-$60.1K	0.09%	170
2025 Q1	$1.04M	Hold	17,145	–	–	0.1%	156
2024 Q4	$1.07M	Buy	17,145 +7,315	+74%	+$469K	0.14%	103
2024 Q3	$613K	Buy	9,830 +242	+3%	+$14.6K	0.1%	115
2024 Q2	$561K	Buy	9,588 +452	+5%	+$26.6K	0.1%	123
2024 Q1	$555K	Sell	9,136 -399	-4%	-$22.6K	0.11%	137
2023 Q4	$529K	Sell	9,535 -1,865	-16%	-$94.6K	0.11%	137
2023 Q3	$571K	Buy	+11,400	New	+$597K	0.15%	85

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

Ethos Financial Group's IJH Position: Q1 2026 in Review

Ethos Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q1 2026, buying an estimated $392K and bringing the position to 21,426 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #165.

Ethos Financial Group first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Ethos Financial Group held 21,426 shares of iShares Core S&P Mid-Cap ETF worth $1.42M as of Q1 2026.
Ethos Financial Group bought 5,653 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $392K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Ethos Financial Group's portfolio in Q1 2026, its #165 holding.
Ethos Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.