Forvis Mazars Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.2M | Sell |
476,901
-4,920
| -1% | -$341K | 0.61% | 25 |
|
|
2025
Q4 | $31.8M | Sell |
481,821
-17,231
| -3% | -$1.13M | 0.6% | 27 |
|
|
2025
Q3 | $32.6M | Sell |
499,052
-12,367
| -2% | -$795K | 0.65% | 26 |
|
|
2025
Q2 | $31.7M | Sell |
511,419
-7,376
| -1% | -$433K | 0.68% | 26 |
|
|
2025
Q1 | $30.3M | Sell |
518,795
-13,286
| -2% | -$825K | 0.73% | 25 |
|
|
2024
Q4 | $33.2M | Sell |
532,081
-21,007
| -4% | -$1.35M | 0.76% | 23 |
|
|
2024
Q3 | $34.5M | Sell |
553,088
-135,856
| -20% | -$8.19M | 0.79% | 23 |
|
|
2024
Q2 | $40.3M | Sell |
688,944
-38,774
| -5% | -$2.28M | 1.01% | 18 |
|
|
2024
Q1 | $44.2M | Sell |
727,718
-7,772
| -1% | -$440K | 1.12% | 20 |
|
|
2023
Q4 | $40.8M | Sell |
735,490
-28,345
| -4% | -$1.44M | 1.14% | 20 |
|
|
2023
Q3 | $38.1M | Sell |
763,835
-19,535
| -2% | -$1.02M | 1.15% | 19 |
|
|
2023
Q2 | $41M | Sell |
783,370
-51,010
| -6% | -$2.54M | 1.2% | 17 |
|
|
2023
Q1 | $41.7M | Sell |
834,380
-43,225
| -5% | -$2.2M | 1.37% | 12 |
|
|
2022
Q4 | $42.5M | Sell |
877,605
-113,850
| -11% | -$5.5M | 1.48% | 10 |
|
|
2022
Q3 | $43.5M | Sell |
991,455
-619,675
| -38% | -$30M | 1.75% | 7 |
|
|
2022
Q2 | $72.9M | Sell |
1,611,130
-161,065
| -9% | -$7.95M | 2.95% | 4 |
|
|
2022
Q1 | $95.1M | Buy |
1,772,195
+63,570
| +4% | +$3.38M | 4.03% | 4 |
|
|
2021
Q4 | $96.7M | Buy |
1,708,625
+42,780
| +3% | +$2.38M | 4.07% | 4 |
|
|
2021
Q3 | $87.6M | Buy |
1,665,845
+55,255
| +3% | +$2.97M | 4.03% | 4 |
|
|
2021
Q2 | $86.6M | Buy |
1,610,590
+53,045
| +3% | +$2.86M | 4.03% | 4 |
|
|
2021
Q1 | $81.1M | Buy |
1,557,545
+172,235
| +12% | +$8.6M | 4.03% | 4 |
|
|
2020
Q4 | $63.7M | Buy |
1,385,310
+460,565
| +50% | +$19.4M | 3.19% | 5 |
|
|
2020
Q3 | $34.3M | Buy |
924,745
+743,480
| +410% | +$27.8M | 2% | 7 |
|
|
2020
Q2 | $6.45M | Sell |
181,265
-3,400
| -2% | -$113K | 0.42% | 30 |
|
|
2020
Q1 | $5.31M | Sell |
184,665
-10,465
| -5% | -$389K | 0.44% | 28 |
|
|
2019
Q4 | $8.03M | Sell |
195,130
-5,560
| -3% | -$220K | 0.58% | 21 |
|
|
2019
Q3 | $7.76M | Sell |
200,690
-34,385
| -15% | -$1.32M | 0.62% | 20 |
|
|
2019
Q2 | $9.13M | Sell |
235,075
-36,740
| -14% | -$1.41M | 0.74% | 19 |
|
|
2019
Q1 | $10.3M | Sell |
271,815
-5,215
| -2% | -$193K | 0.85% | 14 |
|
|
2018
Q4 | $9.2M | Sell |
277,030
-45,625
| -14% | -$1.66M | 0.94% | 13 |
|
|
2018
Q3 | $13M | Buy |
322,655
+27,265
| +9% | +$1.1M | 1.14% | 11 |
|
|
2018
Q2 | $11.5M | Buy |
295,390
+4,270
| +1% | +$165K | 1.12% | 10 |
|
|
2018
Q1 | $10.9M | Sell |
291,120
-230,380
| -44% | -$8.81M | 1.09% | 11 |
|
|
2017
Q4 | $19.8M | Buy |
521,500
+18,410
| +4% | +$681K | 1.98% | 7 |
|
|
2017
Q3 | $18M | Buy |
503,090
+9,705
| +2% | +$338K | 1.98% | 6 |
|
|
2017
Q2 | $17.2M | Sell |
493,385
-8,725
| -2% | -$301K | 1.95% | 7 |
|
|
2017
Q1 | $17.2M | Buy |
502,110
+27,385
| +6% | +$932K | 2.1% | 6 |
|
|
2016
Q4 | $15.7M | Buy |
474,725
+11,030
| +2% | +$350K | 2.05% | 6 |
|
|
2016
Q3 | $14.3M | Sell |
463,695
-4,040
| -0.9% | -$125K | 2% | 7 |
|
|
2016
Q2 | $14M | Sell |
467,735
-17,285
| -4% | -$507K | 2.08% | 7 |
|
|
2016
Q1 | $14M | Sell |
485,020
-133,195
| -22% | -$3.56M | 2.23% | 9 |
|
|
2015
Q4 | $17.2M | Sell |
618,215
-148,635
| -19% | -$4.25M | 2.59% | 7 |
|
|
2015
Q3 | $21M | Sell |
766,850
-70,715
| -8% | -$2.06M | 3.69% | 6 |
|
|
2015
Q2 | $25.1M | Sell |
837,565
-40,560
| -5% | -$1.24M | 3.77% | 6 |
|
|
2015
Q1 | $26.7M | Sell |
878,125
-121,365
| -12% | -$3.59M | 3.87% | 6 |
|
|
2014
Q4 | $28.9M | Buy |
999,490
+37,300
| +4% | +$1.05M | 4.73% | 6 |
|
|
2014
Q3 | $26.3M | Buy |
962,190
+22,360
| +2% | +$630K | 4.54% | 6 |
|
|
2014
Q2 | $26.9M | Buy |
939,830
+9,035
| +1% | +$248K | 4.58% | 6 |
|
|
2014
Q1 | $25.6M | Sell |
930,795
-10,495
| -1% | -$282K | 4.52% | 6 |
|
|
2013
Q4 | $25.2M | Sell |
941,290
-19,020
| -2% | -$491K | 4.66% | 5 |
|
|
2013
Q3 | $23.8M | Buy |
+960,310
| New | +$23.4M | 4.89% | 5 |
|
Other funds holding IJH
Forvis Mazars Wealth Advisors's IJH Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q1 2026, selling an estimated $341K and leaving 476,901 shares worth $32.2M. The position accounts for 0.61% of the portfolio, ranked #25.
Forvis Mazars Wealth Advisors first reported a position in IJH in Q3 2013 and has held it in 51 quarters since. The position peaked at $96.7M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Forvis Mazars Wealth Advisors held 476,901 shares of iShares Core S&P Mid-Cap ETF worth $32.2M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 4,920 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $341K.
- iShares Core S&P Mid-Cap ETF made up 0.61% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #25 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 51 quarters since.
- Forvis Mazars Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $96.7M in Q4 2021.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.