JSA
IJH icon

Jim Saulnier & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jim Saulnier & Associates’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 		$270K Buy
3,992
+6
+0.2% +$416 0.13% 115
2025
Q4 		$263K Buy
3,986
+86
+2% +$5.63K 0.14% 121
2025
Q3 		$255K Hold
3,900
– – 0.14% 121
2025
Q2 		$242K Hold
3,900
– – 0.17% 101
2025
Q1 		$228K Hold
3,900
– – 0.18% 98
2024
Q4 		$243K Hold
3,900
– – 0.21% 82
2024
Q3 		$243K Buy
+3,900
New +$235K 0.24% 71

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

Jim Saulnier & Associates's IJH Position: Q1 2026 in Review

Jim Saulnier & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q1 2026, buying an estimated $416 and bringing the position to 3,992 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #115.

Jim Saulnier & Associates first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Jim Saulnier & Associates held 3,992 shares of iShares Core S&P Mid-Cap ETF worth $270K as of Q1 2026.
  • Jim Saulnier & Associates bought 6 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $416.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q1 2026, its #115 holding.
  • Jim Saulnier & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.