Johnson Financial Group LLC (Colorado)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$210K	Sell	3,108 -2,067	-40%	-$143K	0.01%	179
2025 Q4	$342K	Buy	+5,175	New	+$339K	0.02%	85
2020 Q2	–	Sell	-10,035	Closed	-$289K	–	29
2020 Q1	$289K	Buy	+10,035	New	+$373K	0.22%	16

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

Johnson Financial Group LLC (Colorado)'s IJH Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 40% in Q1 2026, selling an estimated $143K and leaving 3,108 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #179.

Johnson Financial Group LLC (Colorado) first reported a position in IJH in Q1 2020 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 3,108 shares of iShares Core S&P Mid-Cap ETF worth $210K as of Q1 2026.
Johnson Financial Group LLC (Colorado) sold 2,067 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $143K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #179 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 3 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares Core S&P Mid-Cap ETF position peaked at $342K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.