Fi3 Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fi3 Financial Advisors’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	$601K	Buy	8,900 +4,847	+120%	+$336K	0.17%	63
2025 Q4	$267K	Buy	4,053 +15	+0.4%	+$983	0.08%	137
2025 Q3	$263K	Sell	4,038 -15	-0.4%	-$964	0.09%	112
2025 Q2	$251K	Buy	4,053 +1	+0%	+$59	0.09%	119
2025 Q1	$236K	Hold	4,052	–	–	0.1%	104
2024 Q4	$252K	Buy	4,052 +1	+0%	+$64	0.09%	93
2024 Q3	$252K	Buy	4,051 +1	+0%	+$60	0.1%	80
2024 Q2	$237K	Buy	4,050 +1	+0%	+$59	0.1%	70
2024 Q1	$237K	Sell	4,049 -86	-2%	-$4.87K	0.11%	71
2023 Q4	$229K	Hold	4,135	–	–	0.11%	63
2023 Q3	$206K	Buy	+4,135	New	+$217K	0.11%	63

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

Fi3 Financial Advisors's IJH Position: Q1 2026 in Review

Fi3 Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 120% in Q1 2026, buying an estimated $336K and bringing the position to 8,900 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #63.

Fi3 Financial Advisors 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.

Fi3 Financial Advisors held 8,900 shares of iShares Core S&P Mid-Cap ETF worth $601K as of Q1 2026.
Fi3 Financial Advisors bought 4,847 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $336K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Fi3 Financial Advisors's portfolio in Q1 2026, its #63 holding.
Fi3 Financial Advisors 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 Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.