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

Fox Financial’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	$234K	Hold	3,470	–	–	0.19%	11
2025 Q4	$229K	Sell	3,470 -1,917	-36%	-$126K	0.18%	11
2025 Q3	$352K	Sell	5,387 -453	-8%	-$29.1K	0.28%	10
2025 Q2	$362K	Hold	5,840	–	–	0.31%	10
2025 Q1	$341K	Hold	5,840	–	–	0.32%	10
2024 Q4	$364K	Sell	5,840 -190	-3%	-$12.2K	0.33%	10
2024 Q3	$376K	Hold	6,030	–	–	0.33%	12
2024 Q2	$353K	Sell	6,030 -125	-2%	-$7.34K	0.33%	12
2024 Q1	$374K	Hold	6,155	–	–	0.34%	12
2023 Q4	$341K	Buy	+6,155	New	+$312K	0.33%	12

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

Fox Financial's IJH Position: Q1 2026 in Review

Fox Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,470 shares worth $234K. The position accounts for 0.19% of the portfolio, ranked #11.

Fox Financial first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $376K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fox Financial held 3,470 shares of iShares Core S&P Mid-Cap ETF worth $234K as of Q1 2026.
Fox Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.19% of Fox Financial's portfolio in Q1 2026, its #11 holding.
Fox Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Fox Financial's iShares Core S&P Mid-Cap ETF position peaked at $376K 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 Fox Financial's 13F filing for Q1 2026, filed 7 May 2026.