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

Joel Adams & 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	$3.09M	Sell	45,780 -5,690	-11%	-$395K	2.3%	10
2025 Q4	$3.4M	Sell	51,470 -2,860	-5%	-$187K	2.55%	9
2025 Q3	$3.55M	Sell	54,330 -1,092	-2%	-$70.2K	2.86%	9
2025 Q2	$3.44M	Buy	55,422 +1,460	+3%	+$85.7K	3.04%	8
2025 Q1	$3.15M	Buy	53,962 +1,301	+2%	+$80.8K	2.83%	9
2024 Q4	$3.28M	Buy	+52,661	New	+$3.38M	2.98%	9

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

Joel Adams & Associates's IJH Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $395K and leaving 45,780 shares worth $3.09M. The position accounts for 2.3% of the portfolio, ranked #10.

Joel Adams & Associates first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.55M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Joel Adams & Associates held 45,780 shares of iShares Core S&P Mid-Cap ETF worth $3.09M as of Q1 2026.
Joel Adams & Associates sold 5,690 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $395K.
iShares Core S&P Mid-Cap ETF made up 2.3% of Joel Adams & Associates's portfolio in Q1 2026, its #10 holding.
Joel Adams & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's iShares Core S&P Mid-Cap ETF position peaked at $3.55M 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 Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.