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

HFG 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	$1.01M	Hold	14,910	–	–	0.71%	38
2025 Q4	$984K	Hold	14,910	–	–	0.71%	41
2025 Q3	$973K	Sell	14,910 -250	-2%	-$16.1K	0.72%	40
2025 Q2	$940K	Hold	15,160	–	–	0.74%	37
2025 Q1	$885K	Hold	15,160	–	–	0.76%	38
2024 Q4	$945K	Sell	15,160 -480	-3%	-$30.8K	0.83%	38
2024 Q3	$975K	Sell	15,640 -1,045	-6%	-$63K	0.86%	31
2024 Q2	$976K	Sell	16,685 -805	-5%	-$47.3K	0.91%	30
2024 Q1	$1.06M	Hold	17,490	–	–	0.94%	30
2023 Q4	$969K	Buy	17,490 +690	+4%	+$35K	0.93%	30
2023 Q3	$838K	Hold	16,800	–	–	0.92%	28
2023 Q2	$879K	Hold	16,800	–	–	0.93%	29
2023 Q1	$841K	Hold	16,800	–	–	0.96%	29
2022 Q4	$813K	Buy	16,800 +1,910	+13%	+$92.3K	0.96%	30
2022 Q3	$653K	Buy	14,890 +1,100	+8%	+$53.2K	0.91%	33
2022 Q2	$624K	Buy	13,790 +185	+1%	+$9.13K	0.84%	37
2022 Q1	$730K	Sell	13,605 -685	-5%	-$36.5K	0.83%	34
2021 Q4	$809K	Buy	+14,290	New	+$795K	0.91%	33

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

HFG Advisors's IJH Position: Q1 2026 in Review

HFG Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 14,910 shares worth $1.01M. The position accounts for 0.71% of the portfolio, ranked #38.

HFG Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

HFG Advisors held 14,910 shares of iShares Core S&P Mid-Cap ETF worth $1.01M as of Q1 2026.
HFG Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.71% of HFG Advisors's portfolio in Q1 2026, its #38 holding.
HFG Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
HFG Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.06M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.