Frank Rimerman Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Frank Rimerman Advisors’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	-4,300	Closed	-$284K	–	619
2025 Q4	$284K	Hold	4,300	–	–	0.02%	518
2025 Q3	$281K	Hold	4,300	–	–	0.02%	496
2025 Q2	$267K	Hold	4,300	–	–	0.02%	484
2025 Q1	$251K	Hold	4,300	–	–	0.02%	453
2024 Q4	$268K	Hold	4,300	–	–	0.02%	438
2024 Q3	$268K	Hold	4,300	–	–	0.02%	451
2024 Q2	$252K	Hold	4,300	–	–	0.02%	484
2024 Q1	$261K	Hold	4,300	–	–	0.05%	94
2023 Q4	$238K	Hold	4,300	–	–	0.05%	97
2023 Q3	$214K	Hold	4,300	–	–	0.05%	94
2023 Q2	$225K	Hold	4,300	–	–	0.05%	100
2023 Q1	$215K	Hold	4,300	–	–	0.06%	99
2022 Q4	$208K	Buy	+4,300	New	+$208K	0.06%	91
2022 Q3	–	Sell	-7,805	Closed	-$353K	–	96
2022 Q2	$353K	Hold	7,805	–	–	0.13%	55
2022 Q1	$419K	Hold	7,805	–	–	0.13%	82
2021 Q4	$442K	Buy	7,805 +1,720	+28%	+$95.7K	0.15%	82
2021 Q3	$320K	Hold	6,085	–	–	0.12%	83
2021 Q2	$327K	Hold	6,085	–	–	0.13%	63
2021 Q1	$317K	Hold	6,085	–	–	0.14%	61
2020 Q4	$280K	Buy	+6,085	New	+$256K	0.13%	77

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

Frank Rimerman Advisors's IJH Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 4,300 shares — an estimated $284K sold.

Frank Rimerman Advisors first reported a position in IJH in Q4 2020 and held it in 20 quarters. The position peaked at $442K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Frank Rimerman Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 4,300 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $284K.
Frank Rimerman Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 20 quarters.
Frank Rimerman Advisors's iShares Core S&P Mid-Cap ETF position peaked at $442K 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 Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.