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

HTG Investment 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 		$2.23M Sell
33,045
-9,806
-23% -$680K 0.63% 28
2025
Q4 		$2.83M Sell
42,851
-26,890
-39% -$1.76M 0.87% 25
2025
Q3 		$4.55M Buy
69,741
+364
+0.5% +$23.4K 1.53% 17
2025
Q2 		$4.3M Buy
69,377
+4,004
+6% +$235K 1.6% 17
2025
Q1 		$3.81M Sell
65,373
-1,218
-2% -$75.6K 1.59% 16
2024
Q4 		$4.15M Sell
66,591
-1,509
-2% -$96.8K 1.9% 13
2024
Q3 		$4.24M Buy
68,100
+3,892
+6% +$235K 2% 13
2024
Q2 		$3.76M Buy
64,208
+2,762
+4% +$162K 2.03% 13
2024
Q1 		$3.73M Buy
61,446
+3,246
+6% +$184K 2.16% 13
2023
Q4 		$3.23M Buy
58,200
+8,160
+16% +$414K 2.11% 13
2023
Q3 		$2.5M Buy
50,040
+3,775
+8% +$198K 2% 14
2023
Q2 		$2.42M Buy
46,265
+6,955
+18% +$346K 2% 15
2023
Q1 		$1.97M Buy
39,310
+8,005
+26% +$408K 1.79% 16
2022
Q4 		$1.51M Buy
+31,305
New +$1.51M 1.53% 15

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HTG Investment Advisors's IJH Position: Q1 2026 in Review

HTG Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 23% in Q1 2026, selling an estimated $680K and leaving 33,045 shares worth $2.23M. The position accounts for 0.63% of the portfolio, ranked #28.

HTG Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.55M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • HTG Investment Advisors held 33,045 shares of iShares Core S&P Mid-Cap ETF worth $2.23M as of Q1 2026.
  • HTG Investment Advisors sold 9,806 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $680K.
  • iShares Core S&P Mid-Cap ETF made up 0.63% of HTG Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • HTG Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • HTG Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.55M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.