Heritage Family Offices’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Family Offices’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	$306K	Sell	4,538 -72	-2%	-$5K	0.14%	139
2025 Q4	$304K	Sell	4,610 -828	-15%	-$54.2K	0.14%	139
2025 Q3	$355K	Sell	5,438 -82	-1%	-$5.27K	0.17%	115
2025 Q2	$321K	Hold	5,520	–	–	0.16%	119
2025 Q1	$322K	Buy	5,520 +4	+0.1%	+$248	0.16%	117
2024 Q4	$344K	Buy	5,516 +5	+0.1%	+$321	0.17%	114
2024 Q3	$343K	Sell	5,511 -55	-1%	-$3.32K	0.18%	117
2024 Q2	$326K	Buy	+5,566	New	+$327K	0.18%	108

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

Heritage Family Offices's IJH Position: Q1 2026 in Review

Heritage Family Offices reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q1 2026, selling an estimated $5K and leaving 4,538 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #139.

Heritage Family Offices first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. The position peaked at $355K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Heritage Family Offices held 4,538 shares of iShares Core S&P Mid-Cap ETF worth $306K as of Q1 2026.
Heritage Family Offices sold 72 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Heritage Family Offices's portfolio in Q1 2026, its #139 holding.
Heritage Family Offices first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's iShares Core S&P Mid-Cap ETF position peaked at $355K in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.