Integrity Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Integrity Financial’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	$132K	Buy	1,961 +576	+42%	+$40K	0.07%	173
2025 Q4	$91.4K	Buy	1,385 +2	+0.1%	+$131	0.05%	175
2025 Q3	$90.3K	Buy	1,383 +608	+78%	+$39.1K	0.04%	182
2025 Q2	$48.1K	Hold	775	–	–	0.02%	197
2025 Q1	$45.2K	Buy	775 +135	+21%	+$8.38K	0.03%	183
2024 Q4	$39.9K	Buy	640 +10	+2%	+$641	0.02%	175
2024 Q3	$39.3K	Hold	630	–	–	0.02%	167
2024 Q2	$36.9K	Hold	630	–	–	0.02%	164
2024 Q1	$38.3K	Sell	630 -140	-18%	-$7.93K	0.03%	159
2023 Q4	$42.7K	Hold	770	–	–	0.03%	145
2023 Q3	$38.4K	Buy	770 +420	+120%	+$22K	0.03%	151
2023 Q2	$18.3K	Hold	350	–	–	0.01%	159
2023 Q1	$17.5K	Hold	350	–	–	0.01%	166
2022 Q4	$16.9K	Buy	350 +45	+15%	+$2.17K	0.02%	151
2022 Q3	$13K	Buy	305 +95	+45%	+$4.59K	0.01%	156
2022 Q2	$10K	Sell	210 -120	-36%	-$5.92K	0.01%	165
2022 Q1	$18K	Sell	330 -420	-56%	-$22.4K	0.01%	138
2021 Q4	$42K	Buy	+750	New	+$41.7K	0.03%	134

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

Integrity Financial's IJH Position: Q1 2026 in Review

Integrity Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 42% in Q1 2026, buying an estimated $40K and bringing the position to 1,961 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #173.

Integrity Financial first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Integrity Financial held 1,961 shares of iShares Core S&P Mid-Cap ETF worth $132K as of Q1 2026.
Integrity Financial bought 576 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $40K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Integrity Financial's portfolio in Q1 2026, its #173 holding.
Integrity Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 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 Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.