ISFAN
IJH icon

Investor's Fiduciary Advisor Network’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Investor's Fiduciary Advisor 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 		$690K Sell
10,227
-1,265
-11% -$87.8K 0.21% 124
2025
Q4 		$758K Buy
11,492
+8,170
+246% +$535K 0.16% 133
2025
Q3 		$216K Sell
3,322
-40
-1% -$2.57K 0.07% 225
2025
Q2 		$208K Sell
3,362
-4,909
-59% -$288K 0.08% 212
2025
Q1 		$482K Sell
8,271
-541
-6% -$33.6K 0.23% 106
2024
Q4 		$549K Buy
+8,812
New +$565K 0.21% 115

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

Investor's Fiduciary Advisor Network's IJH Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $87.8K and leaving 10,227 shares worth $690K. The position accounts for 0.21% of the portfolio, ranked #124.

Investor's Fiduciary Advisor Network first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 10,227 shares of iShares Core S&P Mid-Cap ETF worth $690K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 1,265 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $87.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.21% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #124 holding.
  • Investor's Fiduciary Advisor Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's iShares Core S&P Mid-Cap ETF position peaked at $758K in Q4 2025.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.