High Net Worth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

High Net Worth Advisory Group’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	$3.61M	Sell	53,444 -2,587	-5%	-$179K	0.84%	30
2025 Q4	$3.7M	Buy	56,031 +1,822	+3%	+$119K	0.85%	30
2025 Q3	$3.54M	Sell	54,209 -2,489	-4%	-$160K	0.85%	29
2025 Q2	$3.52M	Sell	56,698 -1,068	-2%	-$62.7K	0.93%	29
2025 Q1	$3.37M	Buy	57,766 +19,780	+52%	+$1.23M	0.95%	28
2024 Q4	$2.37M	Buy	37,986 +2,055	+6%	+$132K	0.66%	39
2024 Q3	$2.24M	Sell	35,931 -375	-1%	-$22.6K	0.61%	41
2024 Q2	$2.12M	Sell	36,306 -190	-0.5%	-$11.2K	0.64%	38
2024 Q1	$2.22M	Buy	36,496 +701	+2%	+$39.7K	0.7%	35
2023 Q4	$1.98M	Buy	35,795 +90	+0.3%	+$4.57K	0.74%	35
2023 Q3	$1.78M	Buy	35,705 +315	+0.9%	+$16.5K	0.71%	35
2023 Q2	$1.85M	Sell	35,390 -8,335	-19%	-$414K	0.72%	37
2023 Q1	$2.19M	Sell	43,725 -1,040	-2%	-$53K	0.89%	27
2022 Q4	$2.17M	Sell	44,765 -11,180	-20%	-$540K	0.84%	22
2022 Q3	$2.45M	Buy	55,945 +200	+0.4%	+$9.67K	1.05%	17
2022 Q2	$2.52M	Sell	55,745 -13,380	-19%	-$661K	1.05%	15
2022 Q1	$3.71M	Buy	69,125 +1,580	+2%	+$84.1K	1.35%	15
2021 Q4	$3.82M	Buy	+67,545	New	+$3.76M	1.34%	16

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

High Net Worth Advisory Group's IJH Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q1 2026, selling an estimated $179K and leaving 53,444 shares worth $3.61M. The position accounts for 0.84% of the portfolio, ranked #30.

High Net Worth Advisory Group first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.82M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

High Net Worth Advisory Group held 53,444 shares of iShares Core S&P Mid-Cap ETF worth $3.61M as of Q1 2026.
High Net Worth Advisory Group sold 2,587 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $179K.
iShares Core S&P Mid-Cap ETF made up 0.84% of High Net Worth Advisory Group's portfolio in Q1 2026, its #30 holding.
High Net Worth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $3.82M 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 High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.