Financial Engines Advisors
IJH icon

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

Financial Engines 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 		$533M Sell
7,899,274
-324,509
-4% -$22.5M 1.08% 23
2025
Q4 		$543M Sell
8,223,783
-75,974
-0.9% -$4.98M 1.03% 24
2025
Q3 		$542M Sell
8,299,757
-193,559
-2% -$12.4M 1.03% 25
2025
Q2 		$527M Buy
8,493,316
+350,905
+4% +$20.6M 1.05% 25
2025
Q1 		$475M Sell
8,142,411
-143,279
-2% -$8.9M 1.02% 26
2024
Q4 		$516M Sell
8,285,690
-324,267
-4% -$20.8M 1.09% 24
2024
Q3 		$537M Sell
8,609,957
-253,387
-3% -$15.3M 1.12% 25
2024
Q2 		$519M Sell
8,863,344
-137,690
-2% -$8.09M 1.15% 25
2024
Q1 		$547M Sell
9,001,034
-406,866
-4% -$23M 1.23% 24
2023
Q4 		$521M Sell
9,407,900
-107,550
-1% -$5.45M 1.23% 24
2023
Q3 		$477M Sell
9,515,450
-86,010
-0.9% -$4.51M 1.25% 25
2023
Q2 		$502M Buy
9,601,460
+7,515
+0.1% +$373K 1.27% 24
2023
Q1 		$480M Sell
9,593,945
-213,985
-2% -$10.9M 1.27% 23
2022
Q4 		$474M Sell
9,807,930
-261,145
-3% -$12.6M 1.36% 23
2022
Q3 		$442M Sell
10,069,075
-112,645
-1% -$5.45M 1.44% 24
2022
Q2 		$461M Buy
10,181,720
+5,270
+0.1% +$260K 1.4% 25
2022
Q1 		$546M Sell
10,176,450
-2,537,790
-20% -$135M 1.46% 23
2021
Q4 		$720M Sell
12,714,240
-95,120
-0.7% -$5.29M 1.91% 18
2021
Q3 		$674M Sell
12,809,360
-408,645
-3% -$22M 1.99% 17
2021
Q2 		$710M Sell
13,218,005
-235,225
-2% -$12.7M 2.06% 16
2021
Q1 		$700M Sell
13,453,230
-2,444,245
-15% -$122M 2.19% 14
2020
Q4 		$731M Sell
15,897,475
-1,806,775
-10% -$76.1M 2.49% 13
2020
Q3 		$656M Sell
17,704,250
-2,278,195
-11% -$85.2M 2.61% 14
2020
Q2 		$711M Sell
19,982,445
-1,663,740
-8% -$55.2M 3.11% 11
2020
Q1 		$623M Buy
21,646,185
+733,755
+4% +$27.3M 3.35% 9
2019
Q4 		$861M Sell
20,912,430
-235,440
-1% -$9.33M 4.16% 8
2019
Q3 		$817M Buy
21,147,870
+298,900
+1% +$11.5M 4.4% 7
2019
Q2 		$810M Sell
20,848,970
-404,340
-2% -$15.5M 4.74% 8
2019
Q1 		$805M Buy
21,253,310
+303,000
+1% +$11.2M 4.39% 9
2018
Q4 		$696M Buy
+20,950,310
New +$764M 4.81% 8
2018
Q2 		– Sell
-160
Closed -$6K – 147
2018
Q1 		$6K Buy
+160
New +$6.12K ﹤0.01% 108

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 Engines Advisors's IJH Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q1 2026, selling an estimated $22.5M and leaving 7,899,274 shares worth $533M. The position accounts for 1.08% of the portfolio, ranked #23.

Financial Engines Advisors first reported a position in IJH in Q1 2018 and has held it in 31 quarters since. The position peaked at $861M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Financial Engines Advisors held 7,899,274 shares of iShares Core S&P Mid-Cap ETF worth $533M as of Q1 2026.
  • Financial Engines Advisors sold 324,509 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22.5M.
  • iShares Core S&P Mid-Cap ETF made up 1.08% of Financial Engines Advisors's portfolio in Q1 2026, its #23 holding.
  • Financial Engines Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 31 quarters since.
  • Financial Engines Advisors's iShares Core S&P Mid-Cap ETF position peaked at $861M in Q4 2019.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.