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

Financial Insights’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 		$984K Sell
14,573
-550
-4% -$38.2K 0.32% 50
2025
Q4 		$998K Buy
15,123
+5,150
+52% +$337K 0.33% 46
2025
Q3 		$651K Hold
9,973
– – 0.22% 63
2025
Q2 		$619K Sell
9,973
-2,030
-17% -$119K 0.23% 61
2025
Q1 		$700K Buy
12,003
+1,520
+14% +$94.4K 0.28% 47
2024
Q4 		$653K Sell
10,483
-2,880
-22% -$185K 0.24% 53
2024
Q3 		$833K Sell
13,363
-335
-2% -$20.2K 0.26% 61
2024
Q2 		$802K Sell
13,698
-407
-3% -$23.9K 0.22% 70
2024
Q1 		$857K Hold
14,105
– – 0.24% 74
2023
Q4 		$782K Hold
14,105
– – 0.24% 75
2023
Q3 		$666K Sell
14,105
-5,250
-27% -$275K 0.24% 76
2023
Q2 		$1.01M Buy
19,355
+1,145
+6% +$56.9K 0.37% 51
2023
Q1 		$911K Sell
18,210
-1,255
-6% -$63.9K 0.37% 48
2022
Q4 		$942K Buy
19,465
+6,235
+47% +$301K 0.45% 48
2022
Q3 		$580K Buy
13,230
+4,005
+43% +$194K 0.39% 54
2022
Q2 		$417K Sell
9,225
-40
-0.4% -$1.98K 0.42% 48
2022
Q1 		$497K Sell
9,265
-130
-1% -$6.92K 0.46% 43
2021
Q4 		$532K Hold
9,395
– – 0.46% 41
2021
Q3 		$494K Hold
9,395
– – 0.45% 42
2021
Q2 		$505K Sell
9,395
-775
-8% -$41.8K 0.42% 42
2021
Q1 		$529K Hold
10,170
– – 0.39% 44
2020
Q4 		$467K Hold
10,170
– – 0.36% 44
2020
Q3 		$377K Sell
10,170
-49,440
-83% -$1.85M 0.32% 46
2020
Q2 		$362K Buy
59,610
+49,440
+486% +$1.64M 0.32% 46
2020
Q1 		$293K Buy
10,170
+225
+2% +$8.37K 0.31% 49
2019
Q4 		$409K Buy
9,945
+70
+0.7% +$2.77K 0.36% 40
2019
Q3 		$382K Hold
9,875
– – 0.37% 39
2019
Q2 		$370K Hold
9,875
– – 0.38% 36
2019
Q1 		$389K Buy
9,875
+300
+3% +$11.1K 0.41% 33
2018
Q4 		$351K Buy
+9,575
New +$349K 0.39% 32

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Insights's IJH Position: Q1 2026 in Review

Financial Insights reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q1 2026, selling an estimated $38.2K and leaving 14,573 shares worth $984K. The position accounts for 0.32% of the portfolio, ranked #50.

Financial Insights first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.01M in Q2 2023. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Financial Insights held 14,573 shares of iShares Core S&P Mid-Cap ETF worth $984K as of Q1 2026.
  • Financial Insights sold 550 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $38.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.32% of Financial Insights's portfolio in Q1 2026, its #50 holding.
  • Financial Insights first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q2 2023.
  • 2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.