FG
IJH icon

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

Fiduciary 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 		$6.97M Sell
103,196
-3,256
-3% -$226K 0.6% 44
2025
Q4 		$7.03M Sell
106,452
-6,943
-6% -$455K 0.59% 44
2025
Q3 		$7.4M Sell
113,395
-861
-0.8% -$55.3K 0.65% 41
2025
Q2 		$7.09M Sell
114,256
-2,527
-2% -$148K 0.67% 41
2025
Q1 		$6.81M Sell
116,783
-2,081
-2% -$129K 0.68% 40
2024
Q4 		$7.41M Sell
118,864
-9,277
-7% -$595K 0.74% 37
2024
Q3 		$7.99M Buy
128,141
+2,826
+2% +$170K 0.81% 34
2024
Q2 		$7.33M Sell
125,315
-1,336
-1% -$78.5K 0.79% 33
2024
Q1 		$7.69M Buy
126,651
+4,651
+4% +$263K 0.84% 33
2023
Q4 		$6.76M Buy
122,000
+36,105
+42% +$1.83M 0.79% 35
2023
Q3 		$4.28M Buy
85,895
+5,965
+7% +$313K 0.55% 51
2023
Q2 		$4.18M Buy
79,930
+5,220
+7% +$259K 0.51% 52
2023
Q1 		$3.74M Buy
74,710
+5,060
+7% +$258K 0.49% 56
2022
Q4 		$3.37M Buy
69,650
+20,165
+41% +$974K 0.45% 62
2022
Q3 		$2.48M Buy
49,485
+9,405
+23% +$455K 0.32% 71
2022
Q2 		$2.06M Buy
40,080
+9,335
+30% +$461K 0.26% 82
2022
Q1 		$1.44M Buy
30,745
+700
+2% +$37.3K 0.19% 95
2021
Q4 		$1.7M Buy
30,045
+2,235
+8% +$124K 0.19% 91
2021
Q3 		$1.55M Sell
27,810
-170
-0.6% -$9.15K 0.18% 93
2021
Q2 		$1.5M Buy
27,980
+2,305
+9% +$124K 0.17% 95
2021
Q1 		$1.4M Buy
25,675
+815
+3% +$40.7K 0.17% 96
2020
Q4 		$1.26M Buy
24,860
+3,235
+15% +$136K 0.17% 92
2020
Q3 		$802K Buy
21,625
+3,435
+19% +$128K 0.12% 112
2020
Q2 		$647K Buy
18,190
+955
+6% +$31.7K 0.11% 117
2020
Q1 		$496K Buy
17,235
+100
+0.6% +$3.72K 0.1% 120
2019
Q4 		$705K Buy
17,135
+3,925
+30% +$156K 0.11% 113
2019
Q3 		$511K Sell
13,210
-1,625
-11% -$62.5K 0.09% 127
2019
Q2 		$576K Buy
14,835
+80
+0.5% +$3.07K 0.1% 120
2019
Q1 		$559K Buy
14,755
+260
+2% +$9.6K 0.1% 118
2018
Q4 		$481K Buy
14,495
+5,900
+69% +$215K 0.1% 117
2018
Q3 		$346K Buy
8,595
+570
+7% +$22.9K 0.07% 141
2018
Q2 		$313K Sell
8,025
-50
-0.6% -$1.93K 0.07% 140
2018
Q1 		$303K Hold
8,075
– – 0.07% 141
2017
Q4 		$306K Hold
8,075
– – 0.07% 140
2017
Q3 		$289K Sell
8,075
-445
-5% -$15.5K 0.07% 144
2017
Q2 		$296K Hold
8,520
– – 0.07% 144
2017
Q1 		$292K Hold
8,520
– – 0.07% 145
2016
Q4 		$282K Sell
8,520
-325
-4% -$10.3K 0.07% 147
2016
Q3 		$274K Hold
8,845
– – 0.07% 151
2016
Q2 		$264K Hold
8,845
– – 0.07% 152
2016
Q1 		$255K Sell
8,845
-125
-1% -$3.34K 0.07% 154
2015
Q4 		$250K Hold
8,970
– – 0.07% 153
2015
Q3 		$245K Sell
8,970
-545
-6% -$15.8K 0.08% 166
2015
Q2 		$285K Buy
+9,515
New +$290K 0.09% 165

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

Fiduciary Group's IJH Position: Q1 2026 in Review

Fiduciary Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q1 2026, selling an estimated $226K and leaving 103,196 shares worth $6.97M. The position accounts for 0.6% of the portfolio, ranked #44.

Fiduciary Group first reported a position in IJH in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.99M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Fiduciary Group held 103,196 shares of iShares Core S&P Mid-Cap ETF worth $6.97M as of Q1 2026.
  • Fiduciary Group sold 3,256 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $226K.
  • iShares Core S&P Mid-Cap ETF made up 0.6% of Fiduciary Group's portfolio in Q1 2026, its #44 holding.
  • Fiduciary Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's iShares Core S&P Mid-Cap ETF position peaked at $7.99M in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.