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

Icon Wealth 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	$251K	Hold	3,511	–	–	0.02%	351
2025 Q4	$232K	Sell	3,511 -386	-10%	-$25.3K	0.02%	358
2025 Q3	$254K	Buy	3,897 +1	+0%	+$64	0.02%	338
2025 Q2	$242K	Buy	3,896 +176	+5%	+$10.3K	0.02%	343
2025 Q1	$217K	Sell	3,720 -4,301	-54%	-$267K	0.02%	334
2024 Q4	$500K	Buy	8,021 +2,166	+37%	+$139K	0.04%	216
2024 Q3	$365K	Buy	5,855 +2,154	+58%	+$130K	0.03%	257
2024 Q2	$229K	Sell	3,701 -816	-18%	-$47.9K	0.02%	316
2024 Q1	$274K	Buy	4,517 +1,177	+35%	+$66.6K	0.03%	296
2023 Q4	$185K	Buy	+3,340	New	+$169K	0.02%	335
2022 Q4	–	Sell	-3,095	Closed	-$136K	–	374
2022 Q3	$136K	Buy	+3,095	New	+$150K	0.02%	353

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

Icon Wealth Advisors's IJH Position: Q1 2026 in Review

Icon Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,511 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #351.

Icon Wealth Advisors first reported a position in IJH in Q3 2022 and has held it in 11 quarters since. The position peaked at $500K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Icon Wealth Advisors held 3,511 shares of iShares Core S&P Mid-Cap ETF worth $251K as of Q1 2026.
Icon Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #351 holding.
Icon Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $500K 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 Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.