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

Financial Network Wealth 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	$17.9K	Hold	265	–	–	0.02%	400
2025 Q4	$17.5K	Sell	265 -12	-4%	-$786	0.02%	401
2025 Q3	$18.1K	Buy	277 +12	+5%	+$771	0.02%	385
2025 Q2	$16.4K	Sell	265 -55	-17%	-$3.23K	0.02%	375
2025 Q1	$18.7K	Buy	320 +55	+21%	+$3.42K	0.02%	346
2024 Q4	$16.5K	Hold	265	–	–	0.03%	279
2024 Q3	$16.5K	Hold	265	–	–	0.01%	384
2024 Q2	$15.5K	Buy	+265	New	+$15.6K	0.01%	431

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 Network Wealth Advisors's IJH Position: Q1 2026 in Review

Financial Network Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 265 shares worth $17.9K. The position accounts for 0.02% of the portfolio, ranked #400.

Financial Network Wealth Advisors first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.7K in Q1 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Financial Network Wealth Advisors held 265 shares of iShares Core S&P Mid-Cap ETF worth $17.9K as of Q1 2026.
Financial Network Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #400 holding.
Financial Network Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $18.7K in Q1 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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