Horizons Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Horizons Wealth Management’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	$641K	Sell	9,488 -196	-2%	-$13.6K	0.42%	35
2025 Q4	$639K	Hold	9,684	–	–	0.42%	38
2025 Q3	$632K	Sell	9,684 -507	-5%	-$32.6K	0.43%	37
2025 Q2	$632K	Sell	10,191 -1,673	-14%	-$98.2K	0.45%	35
2025 Q1	$692K	Sell	11,864 -205	-2%	-$12.7K	0.52%	34
2024 Q4	$752K	Hold	12,069	–	–	0.57%	32
2024 Q3	$752K	Sell	12,069 -301	-2%	-$18.2K	0.58%	30
2024 Q2	$745K	Buy	12,370 +9,896	+400%	+$581K	0.59%	30
2024 Q1	$686K	Sell	2,474 -9,896	-80%	-$560K	0.45%	33
2023 Q4	$686K	Buy	12,370 +490	+4%	+$24.9K	0.45%	33
2023 Q3	$592K	Sell	11,880 -185	-2%	-$9.7K	0.43%	34
2023 Q2	$631K	Sell	12,065 -290	-2%	-$14.4K	0.45%	32
2023 Q1	$618K	Buy	12,355 +150	+1%	+$7.64K	0.45%	31
2022 Q4	$590K	Buy	12,205 +4,015	+49%	+$194K	0.47%	29
2022 Q3	$359K	Hold	8,190	–	–	0.33%	33
2022 Q2	$429K	Buy	+8,190	New	+$404K	0.35%	31

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

Horizons Wealth Management's IJH Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2026, selling an estimated $13.6K and leaving 9,488 shares worth $641K. The position accounts for 0.42% of the portfolio, ranked #35.

Horizons Wealth Management first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $752K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Horizons Wealth Management held 9,488 shares of iShares Core S&P Mid-Cap ETF worth $641K as of Q1 2026.
Horizons Wealth Management sold 196 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $13.6K.
iShares Core S&P Mid-Cap ETF made up 0.42% of Horizons Wealth Management's portfolio in Q1 2026, its #35 holding.
Horizons Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $752K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.