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

Financial Strategies Group’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 		$4.04M Sell
55,450
-723
-1% -$50.2K 0.68% 33
2025
Q4 		$3.86M Buy
56,173
+874
+2% +$57.3K 0.7% 33
2025
Q3 		$3.59M Sell
55,299
-803
-1% -$51.6K 0.68% 33
2025
Q2 		$3.56M Buy
56,102
+341
+0.6% +$20K 0.74% 30
2025
Q1 		$3.07M Buy
55,761
+4,339
+8% +$269K 0.73% 31
2024
Q4 		$3.18M Sell
51,422
-1,005
-2% -$64.5K 0.76% 30
2024
Q3 		$3.32M Sell
52,427
-95
-0.2% -$5.73K 0.78% 30
2024
Q2 		$3.03M Sell
52,522
-1,854
-3% -$109K 0.76% 30
2024
Q1 		$3.26M Sell
54,376
-5,974
-10% -$338K 0.88% 30
2023
Q4 		$3.3M Sell
60,350
-8,725
-13% -$443K 0.94% 27
2023
Q3 		$3.46M Buy
69,075
+3,745
+6% +$196K 1.09% 19
2023
Q2 		$3.42M Sell
65,330
-465
-0.7% -$23.1K 1.09% 20
2023
Q1 		$3.29M Sell
65,795
-1,870
-3% -$95.3K 1.27% 16
2022
Q4 		$3.27M Sell
67,665
-2,855
-4% -$138K 1.36% 18
2022
Q3 		$3.09M Sell
70,520
-19,885
-22% -$961K 1.4% 15
2022
Q2 		$4.09M Buy
90,405
+18,690
+26% +$923K 1.71% 14
2022
Q1 		$3.85M Sell
71,715
-560
-0.8% -$29.8K 1.53% 15
2021
Q4 		$4.09M Buy
72,275
+320
+0.4% +$17.8K 1.67% 15
2021
Q3 		$3.79M Sell
71,955
-525
-0.7% -$28.2K 1.69% 15
2021
Q2 		$3.9M Sell
72,480
-1,325
-2% -$71.5K 1.8% 14
2021
Q1 		$3.84M Sell
73,805
-8,235
-10% -$411K 1.99% 13
2020
Q4 		$3.77M Sell
82,040
-785
-0.9% -$33.1K 2.1% 13
2020
Q3 		$3.07M Sell
82,825
-9,855
-11% -$368K 2.07% 13
2020
Q2 		$3.3M Sell
92,680
-1,175
-1% -$39K 2.45% 12
2020
Q1 		$2.7M Buy
93,855
+8,460
+10% +$315K 2.45% 13
2019
Q4 		$3.52M Buy
+85,395
New +$3.38M 2.83% 9

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 Strategies Group's IJH Position: Q1 2026 in Review

Financial Strategies Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, selling an estimated $50.2K and leaving 55,450 shares worth $4.04M. The position accounts for 0.68% of the portfolio, ranked #33.

Financial Strategies Group first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.09M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Financial Strategies Group held 55,450 shares of iShares Core S&P Mid-Cap ETF worth $4.04M as of Q1 2026.
  • Financial Strategies Group sold 723 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $50.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.68% of Financial Strategies Group's portfolio in Q1 2026, its #33 holding.
  • Financial Strategies Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Strategies Group's iShares Core S&P Mid-Cap ETF position peaked at $4.09M in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.