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

Hobbs Group 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	$467K	Sell	6,912 -103	-1%	-$7.14K	0.14%	103
2025 Q4	$463K	Sell	7,015 -2,088	-23%	-$137K	0.14%	105
2025 Q3	$594K	Sell	9,103 -117	-1%	-$7.52K	0.18%	90
2025 Q2	$572K	Sell	9,220 -352	-4%	-$20.7K	0.2%	84
2025 Q1	$559K	Sell	9,572 -207	-2%	-$12.9K	0.21%	86
2024 Q4	$609K	Buy	9,779 +11	+0.1%	+$705	0.23%	79
2024 Q3	$609K	Buy	9,768 +650	+7%	+$39.2K	0.22%	73
2024 Q2	$534K	Buy	+9,118	New	+$536K	0.2%	81
2023 Q4	$509K	Buy	+9,190	New	+$466K	0.23%	70

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

Hobbs Group Advisors's IJH Position: Q1 2026 in Review

Hobbs Group Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q1 2026, selling an estimated $7.14K and leaving 6,912 shares worth $467K. The position accounts for 0.14% of the portfolio, ranked #103.

Hobbs Group Advisors first reported a position in IJH in Q4 2023 and has held it in 9 quarters since. The position peaked at $609K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Hobbs Group Advisors held 6,912 shares of iShares Core S&P Mid-Cap ETF worth $467K as of Q1 2026.
Hobbs Group Advisors sold 103 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $7.14K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Hobbs Group Advisors's portfolio in Q1 2026, its #103 holding.
Hobbs Group Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Hobbs Group Advisors's iShares Core S&P Mid-Cap ETF position peaked at $609K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.