Kelleher Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kelleher Financial 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	$35.5K	Hold	525	–	–	0.01%	420
2025 Q4	$34.6K	Hold	525	–	–	0.01%	451
2025 Q3	$34.3K	Sell	525 -7,700	-94%	-$495K	0.01%	375
2025 Q2	$510K	Hold	8,225	–	–	0.18%	77
2025 Q1	$480K	Hold	8,225	–	–	0.19%	71
2024 Q4	$513K	Hold	8,225	–	–	0.19%	69
2024 Q3	$513K	Hold	8,225	–	–	0.2%	64
2024 Q2	$481K	Hold	8,225	–	–	0.2%	67
2024 Q1	$500K	Hold	8,225	–	–	0.21%	68
2023 Q4	$456K	Hold	8,225	–	–	0.21%	63
2023 Q3	$410K	Hold	8,225	–	–	0.21%	67
2023 Q2	$430K	Hold	8,225	–	–	0.25%	69
2023 Q1	$412K	Buy	+8,225	New	+$419K	0.27%	66

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

Kelleher Financial Advisors's IJH Position: Q1 2026 in Review

Kelleher Financial Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 525 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #420.

Kelleher Financial Advisors first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $513K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Kelleher Financial Advisors held 525 shares of iShares Core S&P Mid-Cap ETF worth $35.5K as of Q1 2026.
Kelleher Financial Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #420 holding.
Kelleher Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Kelleher Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $513K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.