IA
IJH icon

IFG Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

IFG Advisory’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 		– Sell
-180,903
Closed -$11.9M – 601
2025
Q4 		$11.9M Buy
180,903
+1,891
+1% +$124K 0.52% 41
2025
Q3 		$11.7M Sell
179,012
-23,734
-12% -$1.53M 0.53% 41
2025
Q2 		$12.6M Sell
202,746
-3,140
-2% -$184K 0.63% 29
2025
Q1 		$12M Sell
205,886
-80,515
-28% -$5M 0.67% 25
2024
Q4 		$17.8M Buy
286,401
+36,755
+15% +$2.36M 1.01% 16
2024
Q3 		$15.6M Buy
249,646
+8,155
+3% +$492K 0.99% 16
2024
Q2 		$14.1M Buy
241,491
+32,453
+16% +$1.91M 0.91% 16
2024
Q1 		$12.7M Buy
209,038
+31,038
+17% +$1.76M 0.95% 17
2023
Q4 		$9.87M Buy
178,000
+16,920
+11% +$858K 0.72% 21
2023
Q3 		$8.03M Buy
161,080
+10,610
+7% +$556K 0.68% 26
2023
Q2 		$7.87M Sell
150,470
-370
-0.2% -$18.4K 0.7% 30
2023
Q1 		$7.55M Sell
150,840
-14,860
-9% -$757K 0.71% 23
2022
Q4 		$8.02M Sell
165,700
-68,415
-29% -$3.31M 0.8% 21
2022
Q3 		$10.3M Buy
234,115
+75,780
+48% +$3.66M 0.93% 20
2022
Q2 		$7.16M Buy
158,335
+10,330
+7% +$510K 0.76% 27
2022
Q1 		$7.94M Buy
148,005
+5,975
+4% +$318K 0.8% 25
2021
Q4 		$8.04M Buy
142,030
+10,550
+8% +$587K 0.78% 23
2021
Q3 		$6.92M Sell
131,480
-3,110
-2% -$167K 0.75% 23
2021
Q2 		$7.23M Buy
134,590
+2,125
+2% +$115K 0.8% 20
2021
Q1 		$6.89M Sell
132,465
-3,975
-3% -$199K 0.86% 17
2020
Q4 		$6.27M Sell
136,440
-17,710
-11% -$746K 0.87% 18
2020
Q3 		$5.71M Sell
154,150
-15,900
-9% -$594K 0.92% 19
2020
Q2 		$6.05M Buy
170,050
+15,120
+10% +$502K 1.09% 14
2020
Q1 		$4.46M Buy
154,930
+13,335
+9% +$496K 1% 19
2019
Q4 		$5.83M Sell
141,595
-29,625
-17% -$1.17M 1.06% 14
2019
Q3 		$6.62M Buy
+171,220
New +$6.58M 1.28% 11

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

IFG Advisory's IJH Position: Q1 2026 in Review

IFG Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 180,903 shares — an estimated $11.9M sold.

IFG Advisory first reported a position in IJH in Q3 2019 and held it in 26 quarters. The position peaked at $17.8M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • IFG Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 180,903 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11.9M.
  • IFG Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 26 quarters.
  • IFG Advisory's iShares Core S&P Mid-Cap ETF position peaked at $17.8M 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 IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.