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

FourThought Financial Partners’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	$729K	Buy	10,796 +505	+5%	+$35K	0.06%	156
2025 Q4	$679K	Hold	10,291	–	–	0.06%	174
2025 Q3	$672K	Sell	10,291 -198	-2%	-$12.7K	0.06%	165
2025 Q2	$651K	Hold	10,489	–	–	0.06%	167
2025 Q1	$612K	Sell	10,489 -156	-1%	-$9.69K	0.06%	165
2024 Q4	$663K	Sell	10,645 -258	-2%	-$16.5K	0.07%	160
2024 Q3	$679K	Buy	10,903 +432	+4%	+$26.1K	0.08%	123
2024 Q2	$613K	Sell	10,471 -63	-0.6%	-$3.7K	0.08%	135
2024 Q1	$640K	Sell	10,534 -66	-0.6%	-$3.74K	0.07%	172
2023 Q4	$587K	Buy	10,600 +920	+10%	+$46.7K	0.07%	178
2023 Q3	$483K	Buy	9,680 +75	+0.8%	+$3.93K	0.07%	188
2023 Q2	$502K	Sell	9,605 -200	-2%	-$9.94K	0.07%	190
2023 Q1	$491K	Buy	9,805 +10	+0.1%	+$509	0.07%	186
2022 Q4	$474K	Buy	+9,795	New	+$473K	0.07%	191

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

FourThought Financial Partners's IJH Position: Q1 2026 in Review

FourThought Financial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, buying an estimated $35K and bringing the position to 10,796 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #156.

FourThought Financial Partners first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

FourThought Financial Partners held 10,796 shares of iShares Core S&P Mid-Cap ETF worth $729K as of Q1 2026.
FourThought Financial Partners bought 505 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $35K.
iShares Core S&P Mid-Cap ETF made up 0.06% of FourThought Financial Partners's portfolio in Q1 2026, its #156 holding.
FourThought Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.