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

Integrated Advisors Network’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 		$12.4M Sell
183,295
-22,761
-11% -$1.58M 0.65% 22
2025
Q4 		$13.6M Sell
206,056
-19,354
-9% -$1.27M 0.6% 34
2025
Q3 		$14.7M Buy
225,410
+4,075
+2% +$262K 0.62% 33
2025
Q2 		$13.7M Sell
221,335
-33,386
-13% -$1.96M 0.62% 28
2025
Q1 		$14.9M Sell
254,721
-271,947
-52% -$16.9M 0.75% 18
2024
Q4 		$32.8M Sell
526,668
-37,949
-7% -$2.43M 1.57% 10
2024
Q3 		$35.2M Buy
564,617
+2,894
+0.5% +$175K 1.66% 6
2024
Q2 		$32.9M Sell
561,723
-33,463
-6% -$1.97M 1.68% 7
2024
Q1 		$36.2M Sell
595,186
-80,229
-12% -$4.54M 1.84% 6
2023
Q4 		$37.4M Sell
675,415
-4,640
-0.7% -$235K 2.12% 4
2023
Q3 		$33.9M Sell
680,055
-19,910
-3% -$1.04M 2.07% 5
2023
Q2 		$36.6M Buy
699,965
+41,245
+6% +$2.05M 2.11% 4
2023
Q1 		$33M Buy
658,720
+9,485
+1% +$483K 1.98% 5
2022
Q4 		$31.4M Buy
649,235
+138,250
+27% +$6.68M 2.02% 4
2022
Q3 		$22.4M Buy
510,985
+65,075
+15% +$3.15M 1.52% 6
2022
Q2 		$20.2M Sell
445,910
-6,805
-2% -$336K 1.31% 6
2022
Q1 		$24.3M Buy
452,715
+77,075
+21% +$4.1M 1.42% 9
2021
Q4 		$21.3M Buy
375,640
+14,240
+4% +$793K 1.25% 12
2021
Q3 		$19M Buy
361,400
+41,550
+13% +$2.24M 1.26% 12
2021
Q2 		$17.2M Buy
319,850
+61,850
+24% +$3.34M 1.27% 12
2021
Q1 		$13.4M Sell
258,000
-15,740
-6% -$786K 1.23% 13
2020
Q4 		$12.6M Sell
273,740
-4,850
-2% -$204K 1.38% 10
2020
Q3 		$10.3M Sell
278,590
-17,605
-6% -$658K 1.31% 14
2020
Q2 		$10.5M Buy
296,195
+197,625
+200% +$6.56M 1.23% 15
2020
Q1 		$2.84M Buy
98,570
+66,590
+208% +$2.48M 0.56% 47
2019
Q4 		$1.32M Buy
+31,980
New +$1.27M 0.18% 163

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

Integrated Advisors Network's IJH Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $1.58M and leaving 183,295 shares worth $12.4M. The position accounts for 0.65% of the portfolio, ranked #22.

Integrated Advisors Network first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.4M in Q4 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Integrated Advisors Network held 183,295 shares of iShares Core S&P Mid-Cap ETF worth $12.4M as of Q1 2026.
  • Integrated Advisors Network sold 22,761 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.58M.
  • iShares Core S&P Mid-Cap ETF made up 0.65% of Integrated Advisors Network's portfolio in Q1 2026, its #22 holding.
  • Integrated Advisors Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's iShares Core S&P Mid-Cap ETF position peaked at $37.4M in Q4 2023.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.