JWCA
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J.W. Cole Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

J.W. Cole Advisors’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 		– Sell
-178,380
Closed -$8.88M – 1096
2025
Q4 		$8.88M Sell
178,380
-10,701
-6% -$701K 0.22% 95
2025
Q3 		$12.3M Sell
189,081
-7,140
-4% -$459K 0.24% 73
2025
Q2 		$12.2M Buy
196,221
+42,188
+27% +$2.48M 0.26% 68
2025
Q1 		$8.99M Buy
154,033
+12,529
+9% +$778K 0.28% 66
2024
Q4 		$8.82M Sell
141,504
-3,631
-3% -$233K 0.36% 50
2024
Q3 		$9.04M Buy
145,135
+1,151
+0.8% +$69.4K 0.38% 49
2024
Q2 		$8.43M Buy
143,984
+2,779
+2% +$163K 0.4% 44
2024
Q1 		$8.57M Buy
141,205
+1,190
+0.8% +$67.4K 0.43% 39
2023
Q4 		$7.76M Buy
140,015
+21,675
+18% +$1.1M 0.45% 40
2023
Q3 		$5.9M Buy
118,340
+1,475
+1% +$77.3K 0.44% 44
2023
Q2 		$6.11M Buy
116,865
+3,865
+3% +$192K 0.44% 43
2023
Q1 		$5.65M Buy
113,000
+3,925
+4% +$200K 0.4% 52
2022
Q4 		$5.28M Sell
109,075
-6,195
-5% -$299K 0.41% 55
2022
Q3 		$5.05M Sell
115,270
-1,975
-2% -$95.5K 0.42% 44
2022
Q2 		$5.3M Sell
117,245
-4,480
-4% -$221K 0.42% 46
2022
Q1 		$6.53M Sell
121,725
-1,135
-0.9% -$60.4K 0.44% 43
2021
Q4 		$6.96M Buy
+122,860
New +$6.84M 0.45% 39
2021
Q3 		– Sell
-121,980
Closed -$6.56M – 587
2021
Q2 		$6.56M Sell
121,980
-15,620
-11% -$843K 0.52% 40
2021
Q1 		$7.16M Sell
137,600
-13,180
-9% -$658K 0.69% 23
2020
Q4 		$6.93M Buy
150,780
+66,735
+79% +$2.81M 0.72% 23
2020
Q3 		$3.12M Sell
84,045
-90,115
-52% -$3.37M 0.24% 99
2020
Q2 		$6.19M Buy
+174,160
New +$5.78M 0.93% 23
2020
Q1 		– Sell
-181,280
Closed -$7.46M – 291
2019
Q4 		$7.46M Buy
+181,280
New +$7.18M 0.94% 18

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

J.W. Cole Advisors's IJH Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 178,380 shares — an estimated $8.88M sold.

J.W. Cole Advisors first reported a position in IJH in Q4 2019 and held it in 23 quarters. The position peaked at $12.3M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 178,380 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.88M.
  • J.W. Cole Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's iShares Core S&P Mid-Cap ETF position peaked at $12.3M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.