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

Foundry Financial 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	–	Sell	-3,402	Closed	-$225K	–	72
2025 Q4	$225K	Sell	3,402 -71	-2%	-$4.65K	0.11%	57
2025 Q3	$227K	Sell	3,473 -1,027	-23%	-$66K	0.12%	56
2025 Q2	$279K	Sell	4,500 -35,572	-89%	-$2.09M	0.16%	53
2025 Q1	$2.34M	Sell	40,072 -28,641	-42%	-$1.78M	1.44%	23
2024 Q4	$4.28M	Sell	68,713 -33	-0%	-$2.12K	2.65%	15
2024 Q3	$4.28M	Sell	68,746 -476	-0.7%	-$28.7K	2.67%	17
2024 Q2	$4.05M	Buy	69,222 +1,708	+3%	+$100K	2.79%	16
2024 Q1	$4.1M	Sell	67,514 -1,611	-2%	-$91.2K	2.93%	15
2023 Q4	$3.83M	Buy	+69,125	New	+$3.51M	3.25%	15

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

Foundry Financial Group's IJH Position: Q1 2026 in Review

Foundry Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,402 shares — an estimated $225K sold.

Foundry Financial Group first reported a position in IJH in Q4 2023 and held it in 9 quarters. The position peaked at $4.28M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Foundry Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Foundry Financial Group sold 3,402 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $225K.
Foundry Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
Foundry Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $4.28M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.