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

Hubbell Strickland 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	$16.2M	Buy	240,422 +2,963	+1%	+$206K	6.47%	3
2025 Q4	$15.7M	Buy	237,459 +2,408	+1%	+$158K	6.31%	3
2025 Q3	$15.3M	Buy	235,051 +741	+0.3%	+$47.6K	6.31%	3
2025 Q2	$14.5M	Sell	234,310 -4,394	-2%	-$258K	6.41%	4
2025 Q1	$13.9M	Buy	238,704 +6,118	+3%	+$380K	6.59%	4
2024 Q4	$14.5M	Buy	232,586 +2,502	+1%	+$160K	6.87%	3
2024 Q3	$14.3M	Buy	230,084 +1,790	+0.8%	+$108K	6.71%	4
2024 Q2	$13.4M	Buy	228,294 +94	+0%	+$5.52K	6.7%	4
2024 Q1	$13.9M	Sell	228,200 -1,300	-0.6%	-$73.6K	7.01%	4
2023 Q4	$12.7M	Sell	229,500 -1,685	-0.7%	-$85.5K	6.96%	4
2023 Q3	$11.5M	Buy	231,185 +1,870	+0.8%	+$98K	6.91%	4
2023 Q2	$12M	Sell	229,315 -5	-0%	-$248	6.94%	4
2023 Q1	$11.5M	Sell	229,320 -44,870	-16%	-$2.29M	6.96%	4
2022 Q4	$13.3M	Sell	274,190 -415	-0.2%	-$20.1K	8.07%	4
2022 Q3	$12M	Buy	274,605 +7,030	+3%	+$340K	8.39%	4
2022 Q2	$12.1M	Sell	267,575 -1,935	-0.7%	-$95.5K	8.06%	4
2022 Q1	$14.5M	Sell	269,510 -10,020	-4%	-$533K	8.59%	3
2021 Q4	$15.8M	Sell	279,530 -12,325	-4%	-$686K	8.76%	3
2021 Q3	$15.4M	Sell	291,855 -5,185	-2%	-$279K	9.3%	2
2021 Q2	$16M	Sell	297,040 -7,945	-3%	-$429K	9.6%	2
2021 Q1	$15.9M	Sell	304,985 -7,670	-2%	-$383K	10.21%	2
2020 Q4	$14.4M	Sell	312,655 -960	-0.3%	-$40.4K	9.81%	2
2020 Q3	$11.6M	Sell	313,615 -8,985	-3%	-$336K	9.05%	2
2020 Q2	$11.5M	Buy	322,600 +5,075	+2%	+$169K	9.65%	2
2020 Q1	$9.14M	Sell	317,525 -9,850	-3%	-$366K	9.27%	2
2019 Q4	$13.5M	Sell	327,375 -6,310	-2%	-$250K	10.88%	2
2019 Q3	$12.9M	Buy	+333,685	New	+$12.8M	11.16%	2

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

Hubbell Strickland Wealth Management's IJH Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q1 2026, buying an estimated $206K and bringing the position to 240,422 shares worth $16.2M. The position accounts for 6.47% of the portfolio, ranked #3.

Hubbell Strickland Wealth Management first reported a position in IJH in Q3 2019 and has held it in 27 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Hubbell Strickland Wealth Management held 240,422 shares of iShares Core S&P Mid-Cap ETF worth $16.2M as of Q1 2026.
Hubbell Strickland Wealth Management bought 2,963 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $206K.
iShares Core S&P Mid-Cap ETF made up 6.47% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #3 holding.
Hubbell Strickland Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.