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

Insight 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 		$730K Sell
10,807
-53,043
-83% -$3.68M 0.14% 98
2025
Q4 		$4.21M Buy
63,850
+12,652
+25% +$829K 0.64% 26
2025
Q3 		$3.34M Buy
51,198
+52
+0.1% +$3.34K 0.51% 32
2025
Q2 		$3.17M Buy
51,146
+1,822
+4% +$107K 0.51% 34
2025
Q1 		$2.88M Buy
49,324
+9,500
+24% +$590K 0.5% 34
2024
Q4 		$2.48M Buy
39,824
+4,651
+13% +$298K 0.42% 38
2024
Q3 		$2.19M Buy
35,173
+24,824
+240% +$1.5M 0.38% 43
2024
Q2 		$606K Buy
10,349
+166
+2% +$9.75K 0.11% 128
2024
Q1 		$619K Buy
10,183
+433
+4% +$24.5K 0.12% 130
2023
Q4 		$540K Sell
9,750
-485
-5% -$24.6K 0.11% 132
2023
Q3 		$510K Sell
10,235
-70
-0.7% -$3.67K 0.12% 134
2023
Q2 		$539K Sell
10,305
-20
-0.2% -$994 0.12% 129
2023
Q1 		$517K Sell
10,325
-50
-0.5% -$2.55K 0.12% 135
2022
Q4 		$499K Sell
10,375
-225
-2% -$10.9K 0.17% 155
2022
Q3 		$465K Sell
10,600
-50
-0.5% -$2.42K 0.18% 143
2022
Q2 		$530K Sell
10,650
-435
-4% -$21.5K 0.18% 142
2022
Q1 		$595K Sell
11,085
-2,015
-15% -$107K 0.18% 141
2021
Q4 		$742K Buy
13,100
+455
+4% +$25.3K 0.22% 110
2021
Q3 		$726K Buy
12,645
+70
+0.6% +$3.77K 0.22% 123
2021
Q2 		$676K Buy
12,575
+1,480
+13% +$79.9K 0.21% 122
2021
Q1 		$603K Sell
11,095
-210
-2% -$10.5K 0.19% 139
2020
Q4 		$520K Buy
+11,305
New +$476K 0.2% 128

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

Insight Advisors's IJH Position: Q1 2026 in Review

Insight Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 83% in Q1 2026, selling an estimated $3.68M and leaving 10,807 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #98.

Insight Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.21M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Insight Advisors held 10,807 shares of iShares Core S&P Mid-Cap ETF worth $730K as of Q1 2026.
  • Insight Advisors sold 53,043 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.68M.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Insight Advisors's portfolio in Q1 2026, its #98 holding.
  • Insight Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.21M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.