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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$221K Hold
3,275
0.06% 171
2025
Q4
$216K Hold
3,275
0.06% 179
2025
Q3
$214K Hold
3,275
0.06% 181
2025
Q2
$203K Sell
3,275
-915
-22% -$53.7K 0.07% 184
2025
Q1
$244K Sell
4,190
-358,086
-99% -$22.2M 0.08% 167
2024
Q4
$22.6M Buy
362,276
+356,701
+6,398% +$22.9M 6.64% 8
2024
Q3
$347K Hold
5,575
0.11% 155
2024
Q2
$326K Buy
5,575
+1,242
+29% +$73K 0.13% 155
2024
Q1
$331K Sell
4,333
-1,232
-22% -$69.8K 0.13% 159
2023
Q4
$308K Buy
+5,565
New +$282K 0.13% 162

Other funds holding IJH

Fiduciary Family Office's IJH Position: Q1 2026 in Review

Fiduciary Family Office held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,275 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #171.

Fiduciary Family Office first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.6M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Fiduciary Family Office held 3,275 shares of iShares Core S&P Mid-Cap ETF worth $221K as of Q1 2026.
  • Fiduciary Family Office left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Fiduciary Family Office's portfolio in Q1 2026, its #171 holding.
  • Fiduciary Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's iShares Core S&P Mid-Cap ETF position peaked at $22.6M 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 Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.