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

Kestra Private Wealth 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	$27.6M	Buy	408,472 +27,200	+7%	+$1.89M	0.34%	57
2025 Q4	$25.2M	Buy	381,272 +17,290	+5%	+$1.13M	0.31%	63
2025 Q3	$23.8M	Sell	363,982 -1,412	-0.4%	-$90.7K	0.31%	62
2025 Q2	$22.7M	Buy	365,394 +5,745	+2%	+$337K	0.33%	59
2025 Q1	$21M	Buy	359,649 +10,136	+3%	+$629K	0.35%	55
2024 Q4	$21.8M	Buy	349,513 +103,101	+42%	+$6.61M	0.37%	52
2024 Q3	$15.4M	Sell	246,412 -92,663	-27%	-$5.59M	0.28%	71
2024 Q2	$19.8M	Sell	339,075 -7,701	-2%	-$452K	0.4%	45
2024 Q1	$21.1M	Sell	346,776 -36,389	-9%	-$2.06M	0.48%	41
2023 Q4	$21.2M	Buy	383,165 +20,765	+6%	+$1.05M	0.54%	30
2023 Q3	$18.1M	Buy	362,400 +62,075	+21%	+$3.25M	0.57%	31
2023 Q2	$15.7M	Buy	300,325 +23,650	+9%	+$1.18M	0.54%	36
2023 Q1	$13.8M	Buy	276,675 +19,370	+8%	+$987K	0.55%	33
2022 Q4	$12.4M	Buy	257,305 +16,295	+7%	+$787K	0.63%	27
2022 Q3	$10.6M	Sell	241,010 -6,890	-3%	-$333K	0.61%	28
2022 Q2	$11.2M	Buy	247,900 +83,395	+51%	+$4.12M	0.64%	22
2022 Q1	$8.83M	Sell	164,505 -21,565	-12%	-$1.15M	0.44%	47
2021 Q4	$10.5M	Buy	186,070 +45,695	+33%	+$2.54M	0.5%	31
2021 Q3	$7.39M	Buy	140,375 +8,110	+6%	+$436K	0.41%	48
2021 Q2	$7.11M	Buy	132,265 +5,245	+4%	+$283K	0.43%	44
2021 Q1	$6.61M	Buy	127,020 +3,095	+2%	+$155K	0.46%	46
2020 Q4	$5.69M	Buy	123,925 +14,500	+13%	+$611K	0.42%	52
2020 Q3	$4.12M	Buy	+109,425	New	+$4.09M	0.36%	70

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

Kestra Private Wealth Services's IJH Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q1 2026, buying an estimated $1.89M and bringing the position to 408,472 shares worth $27.6M. The position accounts for 0.34% of the portfolio, ranked #57.

Kestra Private Wealth Services first reported a position in IJH in Q3 2020 and has held it in 23 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Kestra Private Wealth Services held 408,472 shares of iShares Core S&P Mid-Cap ETF worth $27.6M as of Q1 2026.
Kestra Private Wealth Services bought 27,200 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.89M.
iShares Core S&P Mid-Cap ETF made up 0.34% of Kestra Private Wealth Services's portfolio in Q1 2026, its #57 holding.
Kestra Private Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.