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

Fairman 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 		$2.58M Buy
38,188
+348
+0.9% +$24.1K 2.2% 10
2025
Q4 		$2.5M Sell
37,840
-551
-1% -$36.1K 2% 11
2025
Q3 		$2.51M Sell
38,391
-5,813
-13% -$374K 2.02% 10
2025
Q2 		$2.74M Sell
44,204
-3,380
-7% -$198K 2.26% 10
2025
Q1 		$3.05M Sell
47,584
-1,974
-4% -$123K 2.8% 8
2024
Q4 		$3.09M Buy
49,558
+2,808
+6% +$180K 2.54% 8
2024
Q3 		$2.91M Buy
46,750
+1,041
+2% +$62.8K 2.63% 8
2024
Q2 		$2.67M Buy
45,709
+4,352
+11% +$256K 2.72% 7
2024
Q1 		$2.51M Buy
41,357
+8,247
+25% +$467K 2.37% 8
2023
Q4 		$1.84M Buy
+33,110
New +$1.68M 1.75% 9

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

Fairman Group's IJH Position: Q1 2026 in Review

Fairman Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.92% in Q1 2026, buying an estimated $24.1K and bringing the position to 38,188 shares worth $2.58M. The position accounts for 2.2% of the portfolio, ranked #10.

Fairman Group first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.09M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Fairman Group held 38,188 shares of iShares Core S&P Mid-Cap ETF worth $2.58M as of Q1 2026.
  • Fairman Group bought 348 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $24.1K.
  • iShares Core S&P Mid-Cap ETF made up 2.2% of Fairman Group's portfolio in Q1 2026, its #10 holding.
  • Fairman Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Fairman Group's iShares Core S&P Mid-Cap ETF position peaked at $3.09M 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 Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.