Houlihan Financial Resource Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Houlihan Financial Resource 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	$389K	Hold	5,755	–	–	0.15%	85
2025 Q4	$388K	Buy	+5,755	New	+$377K	0.15%	86
2025 Q3	–	Sell	-5,755	Closed	-$360K	–	89
2025 Q2	$360K	Hold	5,755	–	–	0.15%	84
2025 Q1	$336K	Hold	5,755	–	–	0.15%	84
2024 Q4	$359K	Hold	5,755	–	–	0.15%	86
2024 Q3	$359K	Buy	+5,755	New	+$347K	0.15%	86
2024 Q2	–	Sell	-3,830	Closed	-$233K	–	75
2024 Q1	$233K	Hold	3,830	–	–	0.1%	95
2023 Q4	$212K	Buy	+3,830	New	+$194K	0.1%	99
2020 Q3	$147K	Buy	+3,500	New	+$131K	0.08%	111

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

Houlihan Financial Resource Group's IJH Position: Q1 2026 in Review

Houlihan Financial Resource Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,755 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #85.

Houlihan Financial Resource Group first reported a position in IJH in Q3 2020 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Houlihan Financial Resource Group held 5,755 shares of iShares Core S&P Mid-Cap ETF worth $389K as of Q1 2026.
Houlihan Financial Resource Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.15% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #85 holding.
Houlihan Financial Resource Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 9 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.