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IJH icon

Hardy Reed’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hardy Reed’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 		$12.8M Buy
189,217
+55
+0% +$3.81K 0.93% 18
2025
Q4 		$12.5M Buy
189,162
+385
+0.2% +$25.2K 0.89% 20
2025
Q3 		$12.3M Sell
188,777
-840
-0.4% -$54K 0.91% 20
2025
Q2 		$11.8M Sell
189,617
-179
-0.1% -$10.5K 0.94% 18
2025
Q1 		$11.1M Buy
189,796
+130
+0.1% +$8.07K 0.98% 16
2024
Q4 		$11.8M Sell
189,666
-436
-0.2% -$28K 1.04% 16
2024
Q3 		$11.8M Sell
190,102
-800
-0.4% -$48.2K 1.06% 15
2024
Q2 		$11.2M Hold
190,902
– – 1.12% 15
2024
Q1 		$11.6M Sell
190,902
-353
-0.2% -$20K 1.44% 14
2023
Q4 		$10.6M Sell
191,255
-60
-0% -$3.04K 1.44% 14
2023
Q3 		$9.54M Hold
191,315
– – 1.73% 9
2023
Q2 		$10M Sell
191,315
-1,160
-0.6% -$57.7K 1.76% 9
2023
Q1 		$9.63M Sell
192,475
-225
-0.1% -$11.5K 1.69% 9
2022
Q4 		$9.32M Buy
192,700
+9,295
+5% +$449K 1.76% 9
2022
Q3 		$8.04M Sell
183,405
-1,160
-0.6% -$56.1K 1.78% 8
2022
Q2 		$8.35M Buy
184,565
+575
+0.3% +$28.4K 1.79% 8
2022
Q1 		$9.87M Sell
183,990
-515
-0.3% -$27.4K 1.85% 8
2021
Q4 		$10.4M Buy
184,505
+1,130
+0.6% +$62.9K 1.72% 10
2021
Q3 		$9.65M Buy
183,375
+870
+0.5% +$46.8K 1.72% 11
2021
Q2 		$9.81M Buy
182,505
+3,035
+2% +$164K 1.75% 11
2021
Q1 		$9.34M Buy
179,470
+11,580
+7% +$578K 1.79% 10
2020
Q4 		$7.72M Buy
167,890
+49,575
+42% +$2.09M 1.61% 12
2020
Q3 		$4.38M Sell
118,315
-29,785
-20% -$1.11M 1.1% 13
2020
Q2 		$5.27M Buy
148,100
+1,505
+1% +$50K 1.87% 11
2020
Q1 		$4.22M Buy
146,595
+26,460
+22% +$984K 1.93% 12
2019
Q4 		$4.95M Sell
120,135
-350
-0.3% -$13.9K 1.84% 13
2019
Q3 		$4.66M Buy
120,485
+585
+0.5% +$22.5K 1.86% 13
2019
Q2 		$4.66M Buy
119,900
+410
+0.3% +$15.7K 1.83% 13
2019
Q1 		$4.53M Buy
119,490
+790
+0.7% +$29.2K 1.66% 13
2018
Q4 		$3.94M Buy
+118,700
New +$4.33M 1.61% 15

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

Hardy Reed's IJH Position: Q1 2026 in Review

Hardy Reed increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.03% in Q1 2026, buying an estimated $3.81K and bringing the position to 189,217 shares worth $12.8M. The position accounts for 0.93% of the portfolio, ranked #18.

Hardy Reed first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Hardy Reed held 189,217 shares of iShares Core S&P Mid-Cap ETF worth $12.8M as of Q1 2026.
  • Hardy Reed bought 55 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.81K.
  • iShares Core S&P Mid-Cap ETF made up 0.93% of Hardy Reed's portfolio in Q1 2026, its #18 holding.
  • Hardy Reed first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.