Fiduciary Alliance’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fiduciary Alliance’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	$543K	Buy	7,613 +1,090	+17%	+$75.6K	0.03%	359
2025 Q4	$431K	Buy	6,523 +2,261	+53%	+$148K	0.03%	361
2025 Q3	$278K	Buy	4,262 +59	+1%	+$3.79K	0.02%	424
2025 Q2	$261K	Sell	4,203 -831	-17%	-$48.8K	0.02%	415
2025 Q1	$294K	Buy	5,034 +1,702	+51%	+$106K	0.03%	322
2024 Q4	$208K	Buy	+3,332	New	+$214K	0.02%	337
2023 Q3	–	Sell	-2,495	Closed	-$131K	–	525
2023 Q2	$131K	Buy	+2,495	New	+$124K	0.03%	182

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

Fiduciary Alliance's IJH Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q1 2026, buying an estimated $75.6K and bringing the position to 7,613 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #359.

Fiduciary Alliance first reported a position in IJH in Q2 2023 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fiduciary Alliance held 7,613 shares of iShares Core S&P Mid-Cap ETF worth $543K as of Q1 2026.
Fiduciary Alliance bought 1,090 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $75.6K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #359 holding.
Fiduciary Alliance first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.