FMI
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F/M Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

F/M Investments’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 		– Sell
-5,825
Closed -$384K – 389
2025
Q4 		$384K Buy
5,825
+100
+2% +$6.55K 0.01% 362
2025
Q3 		$374K Sell
5,725
-1,300
-19% -$83.5K 0.01% 357
2025
Q2 		$436K Sell
7,025
-4,910
-41% -$288K 0.02% 331
2025
Q1 		$696K Sell
11,935
-207
-2% -$12.9K 0.03% 310
2024
Q4 		$757K Buy
12,142
+5,777
+91% +$371K 0.03% 305
2024
Q3 		$397K Hold
6,365
– – 0.01% 295
2024
Q2 		$372K Buy
+6,365
New +$374K 0.01% 291

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

F/M Investments's IJH Position: Q1 2026 in Review

F/M Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 5,825 shares — an estimated $384K sold.

F/M Investments first reported a position in IJH in Q2 2024 and held it in 7 quarters. The position peaked at $757K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • F/M Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 5,825 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $384K.
  • F/M Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 7 quarters.
  • F/M Investments's iShares Core S&P Mid-Cap ETF position peaked at $757K 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 F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.