FA
IJH icon

Fountainhead AM’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fountainhead AM’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 		$516K Buy
7,645
+674
+10% +$46.8K 0.46% 49
2025
Q4 		$460K Buy
6,971
+525
+8% +$34.4K 0.68% 36
2025
Q3 		$421K Buy
6,446
+434
+7% +$27.9K 0.06% 134
2025
Q2 		$373K Sell
6,012
-161
-3% -$9.45K 0.05% 137
2025
Q1 		$360K Buy
6,173
+492
+9% +$30.6K 0.06% 121
2024
Q4 		$354K Buy
5,681
+23
+0.4% +$1.48K 0.06% 108
2024
Q3 		$353K Sell
5,658
-92
-2% -$5.55K 0.07% 91
2024
Q2 		$337K Sell
5,750
-2,035
-26% -$120K 0.08% 82
2024
Q1 		$473K Sell
7,785
-215
-3% -$12.2K 0.12% 69
2023
Q4 		$443K Sell
8,000
-1,085
-12% -$55K 0.12% 65
2023
Q3 		$453K Buy
9,085
+10
+0.1% +$524 0.16% 52
2023
Q2 		$475K Sell
9,075
-1,100
-11% -$54.7K 0.17% 46
2023
Q1 		$509K Buy
10,175
+1,400
+16% +$71.3K 0.2% 43
2022
Q4 		$424K Buy
8,775
+25
+0.3% +$1.21K 0.19% 44
2022
Q3 		$384K Sell
8,750
-75
-0.8% -$3.63K 0.19% 45
2022
Q2 		$399K Buy
8,825
+20
+0.2% +$987 0.22% 41
2022
Q1 		$472K Sell
8,805
-255
-3% -$13.6K 0.21% 36
2021
Q4 		$513K Buy
9,060
+375
+4% +$20.9K 0.22% 37
2021
Q3 		$457K Buy
8,685
+30
+0.3% +$1.61K 0.22% 36
2021
Q2 		$451K Hold
8,655
– – 0.24% 33
2021
Q1 		$451K Buy
8,655
+775
+10% +$38.7K 0.24% 33
2020
Q4 		$362K Buy
+7,880
New +$332K 0.23% 36

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

Fountainhead AM's IJH Position: Q1 2026 in Review

Fountainhead AM increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.7% in Q1 2026, buying an estimated $46.8K and bringing the position to 7,645 shares worth $516K. The position accounts for 0.46% of the portfolio, ranked #49.

Fountainhead AM first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Fountainhead AM held 7,645 shares of iShares Core S&P Mid-Cap ETF worth $516K as of Q1 2026.
  • Fountainhead AM bought 674 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $46.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.46% of Fountainhead AM's portfolio in Q1 2026, its #49 holding.
  • Fountainhead AM first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.