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

IFS 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	$11M	Sell	163,242 -713	-0.4%	-$49.5K	5.68%	8
2025 Q4	$10.8M	Buy	163,955 +2,143	+1%	+$140K	5.62%	8
2025 Q3	$10.6M	Buy	161,812 +1,213	+0.8%	+$78K	6.18%	7
2025 Q2	$9.96M	Buy	160,599 +49,305	+44%	+$2.89M	7.54%	6
2025 Q1	$6.49M	Buy	111,294 +112	+0.1%	+$6.96K	5.27%	5
2024 Q4	$6.93M	Sell	111,182 -2,854	-3%	-$183K	5.45%	5
2024 Q3	$7.11M	Buy	114,036 +1,229	+1%	+$74.1K	5.63%	5
2024 Q2	$6.6M	Sell	112,807 -1,473	-1%	-$86.5K	5.57%	5
2024 Q1	$6.94M	Sell	114,280 -580	-0.5%	-$32.8K	6.06%	5
2023 Q4	$6.37M	Buy	114,860 +8,475	+8%	+$430K	7.57%	4
2023 Q3	$5.31M	Buy	+106,385	New	+$5.58M	9.89%	4
2022 Q3	–	Sell	-105	Closed	-$4K	–	114
2022 Q2	$4K	Sell	105 -175	-63%	-$8.64K	0.01%	69
2022 Q1	$15K	Sell	280 -115,910	-100%	-$6.17M	0.01%	47
2021 Q4	$6.58M	Sell	116,190 -29,915	-20%	-$1.67M	4.62%	7
2021 Q3	$7.69M	Buy	146,105 +6,825	+5%	+$367K	4.93%	8
2021 Q2	$7.49M	Buy	139,280 +2,340	+2%	+$126K	5.03%	9
2021 Q1	$7.13M	Buy	136,940 +43,615	+47%	+$2.18M	5.58%	8
2020 Q4	$4.29M	Buy	+93,325	New	+$3.93M	3.28%	10

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

IFS Advisors's IJH Position: Q1 2026 in Review

IFS Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.43% in Q1 2026, selling an estimated $49.5K and leaving 163,242 shares worth $11M. The position accounts for 5.68% of the portfolio, ranked #8.

IFS Advisors first reported a position in IJH in Q4 2020 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

IFS Advisors held 163,242 shares of iShares Core S&P Mid-Cap ETF worth $11M as of Q1 2026.
IFS Advisors sold 713 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $49.5K.
iShares Core S&P Mid-Cap ETF made up 5.68% of IFS Advisors's portfolio in Q1 2026, its #8 holding.
IFS Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.