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

Fortis Group 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	$1.45M	Sell	19,941 -3,963	-17%	-$275K	0.24%	109
2025 Q4	$1.64M	Buy	23,904 +2,097	+10%	+$137K	0.28%	99
2025 Q3	$1.42M	Sell	21,807 -204	-0.9%	-$13.1K	0.24%	95
2025 Q2	$1.39M	Sell	22,011 -1,311	-6%	-$77K	0.25%	96
2025 Q1	$1.36M	Sell	23,322 -920	-4%	-$57.1K	0.26%	93
2024 Q4	$1.51M	Buy	24,242 +15,502	+177%	+$994K	0.28%	82
2024 Q3	$545K	Sell	8,740 -1,889	-18%	-$114K	0.1%	117
2024 Q2	$622K	Buy	10,629 +234	+2%	+$13.7K	0.12%	108
2024 Q1	$631K	Buy	+10,395	New	+$589K	0.12%	117

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

Fortis Group Advisors's IJH Position: Q1 2026 in Review

Fortis Group Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q1 2026, selling an estimated $275K and leaving 19,941 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #109.

Fortis Group Advisors first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fortis Group Advisors held 19,941 shares of iShares Core S&P Mid-Cap ETF worth $1.45M as of Q1 2026.
Fortis Group Advisors sold 3,963 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $275K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Fortis Group Advisors's portfolio in Q1 2026, its #109 holding.
Fortis Group Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Fortis Group Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.64M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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