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

Financial Council’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 		$7.48M Buy
110,728
+2,052
+2% +$142K 2.88% 10
2025
Q4 		$7.17M Buy
108,676
+1,261
+1% +$82.6K 2.86% 9
2025
Q3 		$7.01M Buy
107,415
+82
+0.1% +$5.27K 3.11% 8
2025
Q2 		$6.66M Buy
107,333
+342
+0.3% +$20.1K 3.21% 8
2025
Q1 		$6.24M Buy
106,991
+144
+0.1% +$8.94K 3.37% 8
2024
Q4 		$6.66M Buy
106,847
+1,537
+1% +$98.6K 3.43% 8
2024
Q3 		$6.56M Buy
105,310
+515
+0.5% +$31.1K 3.42% 7
2024
Q2 		$6.13M Buy
104,795
+5,445
+5% +$320K 3.43% 7
2024
Q1 		$6.03M Sell
99,350
-155
-0.2% -$8.78K 3.57% 7
2023
Q4 		$5.52M Sell
99,505
-65
-0.1% -$3.3K 3.7% 7
2023
Q3 		$4.97M Buy
99,570
+3,670
+4% +$192K 3.95% 7
2023
Q2 		$5.02M Sell
95,900
-1,970
-2% -$97.9K 3.83% 7
2023
Q1 		$4.9M Buy
97,870
+5,560
+6% +$283K 3.99% 7
2022
Q4 		$4.47M Buy
92,310
+3,900
+4% +$188K 2.8% 11
2022
Q3 		$3.88M Sell
88,410
-30
-0% -$1.45K 4.48% 9
2022
Q2 		$4M Buy
88,440
+4,005
+5% +$198K 4.99% 9
2022
Q1 		$4.53M Buy
84,435
+5,285
+7% +$281K 5.49% 8
2021
Q4 		$4.48M Buy
79,150
+7,865
+11% +$438K 5.35% 7
2021
Q3 		$3.75M Buy
+71,285
New +$3.84M 5.29% 7

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

Financial Council's IJH Position: Q1 2026 in Review

Financial Council increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, buying an estimated $142K and bringing the position to 110,728 shares worth $7.48M. The position accounts for 2.88% of the portfolio, ranked #10.

Financial Council first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Financial Council held 110,728 shares of iShares Core S&P Mid-Cap ETF worth $7.48M as of Q1 2026.
  • Financial Council bought 2,052 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $142K.
  • iShares Core S&P Mid-Cap ETF made up 2.88% of Financial Council's portfolio in Q1 2026, its #10 holding.
  • Financial Council first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.