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

Integrated Investment Consultants’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	$572K	Buy	8,474 +23	+0.3%	+$1.59K	0.12%	112
2025 Q4	$558K	Sell	8,451 -8,326	-50%	-$545K	0.11%	125
2025 Q3	$1.09M	Buy	16,777 +6,488	+63%	+$417K	0.19%	78
2025 Q2	$638K	Buy	10,289 +208	+2%	+$12.2K	0.13%	120
2025 Q1	$588K	Buy	+10,081	New	+$626K	0.12%	132
2024 Q1	–	Sell	-4,450	Closed	-$247K	–	262
2023 Q4	$247K	Buy	+4,450	New	+$226K	0.08%	205
2023 Q3	–	Sell	-4,800	Closed	-$251K	–	253
2023 Q2	$251K	Buy	+4,800	New	+$239K	0.08%	224
2020 Q4	–	Sell	-85,410	Closed	-$180K	–	243
2020 Q3	$180K	Buy	85,410 +5	+0%	+$187	0.08%	193
2020 Q2	$173K	Buy	85,405 +445	+0.5%	+$14.8K	0.08%	162
2020 Q1	$171K	Buy	84,960 +980	+1%	+$36.4K	0.1%	133
2019 Q4	$197K	Buy	+83,980	New	+$3.33M	0.08%	174
2018 Q2	–	Sell	-8,080	Closed	-$303K	–	426
2018 Q1	$303K	Buy	+8,080	New	+$309K	0.12%	114
2017 Q3	$99K	Hold	2,760	–	–	0.04%	298
2017 Q2	$96K	Hold	2,760	–	–	0.04%	296
2017 Q1	$95K	Hold	2,760	–	–	0.04%	298
2016 Q4	$91K	Hold	2,760	–	–	0.04%	290
2016 Q3	$84K	Hold	2,760	–	–	0.04%	309
2016 Q2	$82K	Hold	2,760	–	–	0.05%	316
2016 Q1	$79K	Buy	+2,760	New	+$73.7K	0.05%	282

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

Integrated Investment Consultants's IJH Position: Q1 2026 in Review

Integrated Investment Consultants increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.27% in Q1 2026, buying an estimated $1.59K and bringing the position to 8,474 shares worth $572K. The position accounts for 0.12% of the portfolio, ranked #112.

Integrated Investment Consultants first reported a position in IJH in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.09M in Q3 2025. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Integrated Investment Consultants held 8,474 shares of iShares Core S&P Mid-Cap ETF worth $572K as of Q1 2026.
Integrated Investment Consultants bought 23 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.59K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Integrated Investment Consultants's portfolio in Q1 2026, its #112 holding.
Integrated Investment Consultants first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 19 quarters since.
Integrated Investment Consultants's iShares Core S&P Mid-Cap ETF position peaked at $1.09M in Q3 2025.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.