Intelligence Driven Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Intelligence Driven Advisers’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	$549K	Hold	8,125	–	–	0.1%	63
2025 Q4	$536K	Sell	8,125 -115	-1%	-$7.53K	0.08%	70
2025 Q3	$538K	Hold	8,240	–	–	0.07%	68
2025 Q2	$511K	Hold	8,240	–	–	0.08%	64
2025 Q1	$481K	Hold	8,240	–	–	0.09%	58
2024 Q4	$513K	Sell	8,240 -3,450	-30%	-$221K	0.1%	55
2024 Q3	$729K	Sell	11,690 -30	-0.3%	-$1.81K	0.1%	52
2024 Q2	$686K	Buy	11,720 +30	+0.3%	+$1.76K	0.1%	56
2024 Q1	$710K	Sell	11,690 -90	-0.8%	-$5.09K	0.1%	53
2023 Q4	$642K	Sell	11,780 -325	-3%	-$16.5K	0.1%	46
2023 Q3	$589K	Hold	12,105	–	–	0.1%	47
2023 Q2	$623K	Hold	12,105	–	–	0.11%	51
2023 Q1	$591K	Buy	12,105 +6,265	+107%	+$319K	0.11%	50
2022 Q4	$290K	Hold	5,840	–	–	0.05%	78
2022 Q3	$271K	Sell	5,840 -655	-10%	-$31.7K	0.05%	90
2022 Q2	$295K	Hold	6,495	–	–	0.06%	83
2022 Q1	$339K	Sell	6,495 -155	-2%	-$8.25K	0.06%	73
2021 Q4	$344K	Sell	6,650 -2,075	-24%	-$116K	0.06%	69
2021 Q3	$465K	Sell	8,725 -400	-4%	-$21.5K	0.1%	50
2021 Q2	$491K	Buy	9,125 +265	+3%	+$14.3K	0.1%	63
2021 Q1	$461K	Sell	8,860 -16,875	-66%	-$843K	0.1%	54
2020 Q4	$1.18M	Buy	25,735 +4,465	+21%	+$188K	0.27%	41
2020 Q3	$788K	Sell	21,270 -257,395	-92%	-$9.62M	0.18%	39
2020 Q2	$9.91M	Buy	278,665 +15,475	+6%	+$514K	3.51%	8
2020 Q1	$7.57M	Buy	263,190 +56,935	+28%	+$2.12M	3.51%	8
2019 Q4	$8.49M	Buy	206,255 +23,955	+13%	+$949K	3.85%	8
2019 Q3	$7.04M	Buy	182,300 +62,425	+52%	+$2.4M	3.33%	9
2019 Q2	$4.66M	Buy	119,875 +114,365	+2,076%	+$4.38M	2.21%	15
2019 Q1	$209K	Buy	+5,510	New	+$203K	0.11%	91

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

Intelligence Driven Advisers's IJH Position: Q1 2026 in Review

Intelligence Driven Advisers held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 8,125 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #63.

Intelligence Driven Advisers first reported a position in IJH in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.91M in Q2 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Intelligence Driven Advisers held 8,125 shares of iShares Core S&P Mid-Cap ETF worth $549K as of Q1 2026.
Intelligence Driven Advisers left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Intelligence Driven Advisers's portfolio in Q1 2026, its #63 holding.
Intelligence Driven Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Intelligence Driven Advisers's iShares Core S&P Mid-Cap ETF position peaked at $9.91M in Q2 2020.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.