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

Financial Freedom LLC’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	$3.97K	Hold	59	–	–	﹤0.01%	369
2025 Q4	$3.87K	Buy	59 +1	+2%	+$66	﹤0.01%	302
2025 Q3	$3.81K	Hold	58	–	–	﹤0.01%	321
2025 Q2	$3.61K	Hold	58	–	–	﹤0.01%	318
2025 Q1	$3.38K	Hold	58	–	–	﹤0.01%	326
2024 Q4	$3.6K	Hold	58	–	–	﹤0.01%	323
2024 Q3	$3.59K	Buy	58 +1	+2%	+$60	﹤0.01%	322
2024 Q2	$3.36K	Hold	57	–	–	﹤0.01%	331
2024 Q1	$3.47K	Buy	57 +2	+4%	+$113	﹤0.01%	319
2023 Q4	$3.16K	Hold	55	–	–	﹤0.01%	320
2023 Q3	$2.82K	Hold	55	–	–	﹤0.01%	332
2023 Q2	$2.96K	Hold	55	–	–	﹤0.01%	342
2023 Q1	$2.82K	Hold	55	–	–	﹤0.01%	341
2022 Q4	$2.72K	Buy	+55	New	+$2.66K	﹤0.01%	339

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

Financial Freedom LLC's IJH Position: Q1 2026 in Review

Financial Freedom LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 59 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Financial Freedom LLC first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Financial Freedom LLC held 59 shares of iShares Core S&P Mid-Cap ETF worth $3.97K as of Q1 2026.
Financial Freedom LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #369 holding.
Financial Freedom LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.