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

Fortress Financial Solutions’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	$4.83M	Sell	71,582 -2,133	-3%	-$148K	5.05%	5
2025 Q4	$4.87M	Buy	73,715 +1,405	+2%	+$92K	4.98%	5
2025 Q3	$4.72M	Buy	72,310 +6,537	+10%	+$420K	5.14%	5
2025 Q2	$4.08M	Buy	65,773 +1,477	+2%	+$86.7K	5.12%	5
2025 Q1	$3.75M	Sell	64,296 -291	-0.5%	-$18.1K	5.43%	6
2024 Q4	$4.02M	Buy	+64,587	New	+$4.14M	5.74%	5

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

Fortress Financial Solutions's IJH Position: Q1 2026 in Review

Fortress Financial Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, selling an estimated $148K and leaving 71,582 shares worth $4.83M. The position accounts for 5.05% of the portfolio, ranked #5.

Fortress Financial Solutions first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.87M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fortress Financial Solutions held 71,582 shares of iShares Core S&P Mid-Cap ETF worth $4.83M as of Q1 2026.
Fortress Financial Solutions sold 2,133 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $148K.
iShares Core S&P Mid-Cap ETF made up 5.05% of Fortress Financial Solutions's portfolio in Q1 2026, its #5 holding.
Fortress Financial Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Solutions's iShares Core S&P Mid-Cap ETF position peaked at $4.87M 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 Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.