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Kestra Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kestra Advisory Services’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 		$63.7M Sell
943,599
-37,838
-4% -$2.62M 0.24% 74
2025
Q4 		$64.8M Buy
981,437
+128,314
+15% +$8.41M 0.27% 60
2025
Q3 		$55.7M Buy
853,123
+38,523
+5% +$2.48M 0.25% 72
2025
Q2 		$50.5M Sell
814,600
-138,412
-15% -$8.13M 0.25% 71
2025
Q1 		$55.6M Sell
953,012
-412,936
-30% -$25.6M 0.27% 52
2024
Q4 		$85.1M Sell
1,365,948
-79,728
-6% -$5.11M 0.47% 28
2024
Q3 		$90.1M Sell
1,445,676
-30,805
-2% -$1.86M 0.5% 29
2024
Q2 		$83.9M Buy
1,476,481
+206,381
+16% +$12.1M 0.47% 30
2024
Q1 		$77.1M Buy
1,270,100
+56,605
+5% +$3.2M 0.52% 25
2023
Q4 		$67.3M Buy
1,213,495
+41,635
+4% +$2.11M 0.55% 23
2023
Q3 		$58.4M Buy
1,171,860
+36,420
+3% +$1.91M 0.57% 22
2023
Q2 		$59.4M Sell
1,135,440
-148,545
-12% -$7.38M 0.59% 20
2023
Q1 		$64.2M Sell
1,283,985
-3,860
-0.3% -$197K 0.7% 18
2022
Q4 		$62.3M Buy
1,287,845
+11,390
+0.9% +$550K 0.55% 25
2022
Q3 		$56M Buy
1,276,455
+303,420
+31% +$14.7M 0.6% 17
2022
Q2 		$44M Buy
973,035
+90,640
+10% +$4.47M 0.45% 34
2022
Q1 		$47.4M Buy
882,395
+60,290
+7% +$3.21M 0.49% 30
2021
Q4 		$46.5M Sell
822,105
-171,800
-17% -$9.56M 0.47% 31
2021
Q3 		$52.3M Buy
993,905
+145,735
+17% +$7.84M 0.52% 23
2021
Q2 		$45.6M Sell
848,170
-146,005
-15% -$7.88M 0.52% 25
2021
Q1 		$51.8M Sell
994,175
-275,360
-22% -$13.8M 0.66% 15
2020
Q4 		$58.3M Buy
1,269,535
+418,885
+49% +$17.6M 0.68% 14
2020
Q3 		$31.6M Buy
+850,650
New +$31.8M 0.59% 26

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

Kestra Advisory Services's IJH Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q1 2026, selling an estimated $2.62M and leaving 943,599 shares worth $63.7M. The position accounts for 0.24% of the portfolio, ranked #74.

Kestra Advisory Services first reported a position in IJH in Q3 2020 and has held it in 23 quarters since. The position peaked at $90.1M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Kestra Advisory Services held 943,599 shares of iShares Core S&P Mid-Cap ETF worth $63.7M as of Q1 2026.
  • Kestra Advisory Services sold 37,838 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.62M.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Kestra Advisory Services's portfolio in Q1 2026, its #74 holding.
  • Kestra Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $90.1M 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.