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

Financial Perspectives’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	$486K	Buy	7,190 +3	+0%	+$208	0.14%	96
2025 Q4	$474K	Buy	7,187 +172	+2%	+$11.3K	0.13%	96
2025 Q3	$458K	Buy	7,015 +1,061	+18%	+$68.2K	0.13%	100
2025 Q2	$369K	Buy	5,954 +334	+6%	+$19.6K	0.11%	109
2025 Q1	$328K	Buy	5,620 +92	+2%	+$5.71K	0.11%	105
2024 Q4	$344K	Buy	5,528 +214	+4%	+$13.7K	0.12%	100
2024 Q3	$331K	Hold	5,314	–	–	0.11%	106
2024 Q2	$311K	Sell	5,314 -85	-2%	-$4.99K	0.11%	108
2024 Q1	$328K	Buy	5,399 +64	+1%	+$3.62K	0.12%	100
2023 Q4	$296K	Buy	5,335 +15	+0.3%	+$761	0.12%	109
2023 Q3	$265K	Sell	5,320 -105	-2%	-$5.5K	0.12%	101
2023 Q2	$284K	Buy	5,425 +30	+0.6%	+$1.49K	0.12%	101
2023 Q1	$270K	Buy	5,395 +20	+0.4%	+$1.02K	0.13%	100
2022 Q4	$260K	Buy	5,375 +35	+0.7%	+$1.69K	0.13%	99
2022 Q3	$234K	Buy	5,340 +5	+0.1%	+$242	0.13%	103
2022 Q2	$241K	Hold	5,335	–	–	0.14%	99
2022 Q1	$286K	Sell	5,335 -135	-2%	-$7.19K	0.13%	101
2021 Q4	$310K	Buy	5,470 +5	+0.1%	+$278	0.15%	92
2021 Q3	$288K	Sell	5,465 -190	-3%	-$10.2K	0.14%	96
2021 Q2	$304K	Sell	5,655 -1,472,125	-100%	-$79.5M	0.15%	97
2021 Q1	$1.14M	Buy	1,477,780 +1,472,105	+25,940%	+$73.5M	0.06%	194
2020 Q4	$261K	Buy	5,675 +135	+2%	+$5.69K	0.15%	98
2020 Q3	$205K	Buy	5,540 +5	+0.1%	+$187	0.14%	98
2020 Q2	$197K	Buy	5,535 +750	+16%	+$24.9K	0.14%	85
2020 Q1	$138K	Sell	4,785 -650	-12%	-$24.2K	0.11%	95
2019 Q4	$224K	Buy	+5,435	New	+$215K	0.15%	78

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 Perspectives's IJH Position: Q1 2026 in Review

Financial Perspectives increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q1 2026, buying an estimated $208 and bringing the position to 7,190 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #96.

Financial Perspectives first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q1 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Financial Perspectives held 7,190 shares of iShares Core S&P Mid-Cap ETF worth $486K as of Q1 2026.
Financial Perspectives bought 3 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $208.
iShares Core S&P Mid-Cap ETF made up 0.14% of Financial Perspectives's portfolio in Q1 2026, its #96 holding.
Financial Perspectives first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's iShares Core S&P Mid-Cap ETF position peaked at $1.14M in Q1 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.