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Freedom Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Freedom Investment Management’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 		$395K Buy
5,854
+1,044
+22% +$72.4K 0.12% 61
2025
Q4 		$317K Sell
4,810
-330
-6% -$21.6K 0.09% 80
2025
Q3 		$335K Sell
5,140
-238,469
-98% -$15.3M 0.09% 106
2025
Q2 		$15.1M Buy
243,609
+11,363
+5% +$667K 1.21% 13
2025
Q1 		$13.6M Buy
232,246
+9,234
+4% +$573K 1.14% 16
2024
Q4 		$13.9M Sell
223,012
-4,694
-2% -$301K 1.15% 15
2024
Q3 		$14.2M Sell
227,706
-25,669
-10% -$1.55M 1.13% 15
2024
Q2 		$14.8M Buy
253,375
+25,853
+11% +$1.52M 1.21% 14
2024
Q1 		$13.8M Sell
227,522
-8,833
-4% -$500K 1.11% 15
2023
Q4 		$13.1M Buy
236,355
+57,830
+32% +$2.93M 1.07% 13
2023
Q3 		$8.9M Buy
178,525
+10,175
+6% +$533K 1.09% 10
2023
Q2 		$8.8M Buy
168,350
+98,650
+142% +$4.9M 0.99% 10
2023
Q1 		$3.49M Buy
69,700
+62,640
+887% +$3.19M 0.39% 51
2022
Q4 		$342K Buy
+7,060
New +$341K 0.04% 547
2020
Q3 		– Sell
-6,375
Closed -$227K – 573
2020
Q2 		$227K Sell
6,375
-2,803,265
-100% -$93.1M 0.02% 480
2020
Q1 		$115M Buy
2,809,640
+298,020
+12% +$11.1M 10.17% 1
2019
Q4 		$103M Buy
+2,511,620
New +$99.5M 9.11% 1

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

Freedom Investment Management's IJH Position: Q1 2026 in Review

Freedom Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q1 2026, buying an estimated $72.4K and bringing the position to 5,854 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #61.

Freedom Investment Management first reported a position in IJH in Q4 2019 and has held it in 17 quarters since. The position peaked at $115M in Q1 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Freedom Investment Management held 5,854 shares of iShares Core S&P Mid-Cap ETF worth $395K as of Q1 2026.
  • Freedom Investment Management bought 1,044 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $72.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Freedom Investment Management's portfolio in Q1 2026, its #61 holding.
  • Freedom Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Freedom Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $115M in Q1 2020.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.