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

IMA Advisory Services’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	$774K	Buy	11,467 +1	+0%	+$69	0.08%	132
2025 Q4	$378K	Sell	11,466 -10,750	-48%	-$704K	0.04%	157
2025 Q3	$1.45M	Buy	22,216 +40	+0.2%	+$2.57K	0.15%	105
2025 Q2	$1.38M	Sell	22,176 -556	-2%	-$32.6K	0.15%	101
2025 Q1	$1.33M	Buy	22,732 +36	+0.2%	+$2.24K	0.16%	97
2024 Q4	$1.41M	Buy	22,696 +14,671	+183%	+$941K	0.17%	99
2024 Q3	$500K	Buy	+8,025	New	+$484K	0.11%	116
2023 Q4	–	Sell	-8,185	Closed	-$408K	–	163
2023 Q3	$408K	Sell	8,185 -50	-0.6%	-$2.62K	0.11%	122
2023 Q2	$431K	Sell	8,235 -600	-7%	-$29.8K	0.11%	117
2023 Q1	$442K	Hold	8,835	–	–	0.11%	116
2022 Q4	$427K	Hold	8,835	–	–	0.11%	117
2022 Q3	$387K	Sell	8,835 -50	-0.6%	-$2.42K	0.1%	119
2022 Q2	$402K	Sell	8,885 -75	-0.8%	-$3.7K	0.1%	121
2022 Q1	$481K	Hold	8,960	–	–	0.11%	97
2021 Q4	$507K	Sell	8,960 -30	-0.3%	-$1.67K	0.11%	103
2021 Q3	$473K	Hold	8,990	–	–	0.11%	102
2021 Q2	$483K	Sell	8,990 -105	-1%	-$5.67K	0.11%	101
2021 Q1	$473K	Hold	9,095	–	–	0.12%	96
2020 Q4	$418K	Hold	9,095	–	–	0.12%	94
2020 Q3	$337K	Sell	9,095 -1,350	-13%	-$50.5K	0.11%	103
2020 Q2	$371K	Hold	10,445	–	–	0.13%	99
2020 Q1	$301K	Hold	10,445	–	–	0.13%	95
2019 Q4	$430K	Hold	10,445	–	–	0.16%	85
2019 Q3	$404K	Hold	10,445	–	–	0.15%	86
2019 Q2	$406K	Hold	10,445	–	–	0.15%	84
2019 Q1	$396K	Buy	10,445 +8,700	+499%	+$321K	0.15%	85
2018 Q4	$58K	Hold	1,745	–	–	0.03%	151
2018 Q3	$70K	Sell	1,745 -140	-7%	-$5.63K	0.03%	144
2018 Q2	$73K	Buy	+1,885	New	+$72.8K	0.03%	148

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

IMA Advisory Services's IJH Position: Q1 2026 in Review

IMA Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q1 2026, buying an estimated $69 and bringing the position to 11,467 shares worth $774K. The position accounts for 0.08% of the portfolio, ranked #132.

IMA Advisory Services first reported a position in IJH in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.45M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

IMA Advisory Services held 11,467 shares of iShares Core S&P Mid-Cap ETF worth $774K as of Q1 2026.
IMA Advisory Services bought 1 iShares Core S&P Mid-Cap ETF share in Q1 2026, an estimated $69.
iShares Core S&P Mid-Cap ETF made up 0.08% of IMA Advisory Services's portfolio in Q1 2026, its #132 holding.
IMA Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 29 quarters since.
IMA Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $1.45M 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 IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.