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

Key Financial Inc’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 		$733K Sell
10,853
-420
-4% -$29.1K 0.13% 146
2025
Q4 		$744K Buy
11,273
+183
+2% +$12K 0.14% 133
2025
Q3 		$726K Buy
11,090
+1,002
+10% +$64.4K 0.13% 135
2025
Q2 		$626K Sell
10,088
-635
-6% -$37.3K 0.13% 140
2025
Q1 		$626K Sell
10,723
-480
-4% -$29.8K 0.14% 132
2024
Q4 		$698K Buy
11,203
+160
+1% +$10.3K 0.16% 116
2024
Q3 		$688K Hold
11,043
– – 0.15% 121
2024
Q2 		$646K Buy
11,043
+336
+3% +$19.7K 0.15% 118
2024
Q1 		$650K Sell
10,707
-298
-3% -$16.9K 0.17% 109
2023
Q4 		$610K Hold
11,005
– – 0.17% 108
2023
Q3 		$549K Buy
11,005
+215
+2% +$11.3K 0.19% 99
2023
Q2 		$564K Sell
10,790
-385
-3% -$19.1K 0.19% 98
2023
Q1 		$559K Buy
11,175
+1,030
+10% +$52.5K 0.2% 96
2022
Q4 		$445K Hold
10,145
– – 0.21% 94
2022
Q3 		$445K Buy
10,145
+595
+6% +$28.8K 0.21% 94
2022
Q2 		$438K Buy
9,550
+2,935
+44% +$145K 0.24% 80
2022
Q1 		$355K Buy
6,615
+1,280
+24% +$68.1K 0.18% 109
2021
Q4 		$302K Buy
5,335
+140
+3% +$7.79K 0.15% 113
2021
Q3 		$273K Hold
5,195
– – 0.15% 117
2021
Q2 		$280K Sell
5,195
-595
-10% -$32.1K 0.16% 114
2021
Q1 		$301K Sell
5,790
-95
-2% -$4.74K 0.2% 101
2020
Q4 		$271K Buy
+5,885
New +$248K 0.2% 90
2020
Q3 		– Sell
-7,610
Closed -$267K – 115
2020
Q2 		$267K Sell
7,610
-500
-6% -$16.6K 0.31% 82
2020
Q1 		$236K Hold
8,110
– – 0.24% 81
2019
Q4 		$334K Buy
+8,110
New +$321K 0.31% 73

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

Key Financial Inc's IJH Position: Q1 2026 in Review

Key Financial Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q1 2026, selling an estimated $29.1K and leaving 10,853 shares worth $733K. The position accounts for 0.13% of the portfolio, ranked #146.

Key Financial Inc first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $744K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Key Financial Inc held 10,853 shares of iShares Core S&P Mid-Cap ETF worth $733K as of Q1 2026.
  • Key Financial Inc sold 420 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $29.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of Key Financial Inc's portfolio in Q1 2026, its #146 holding.
  • Key Financial Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Key Financial Inc's iShares Core S&P Mid-Cap ETF position peaked at $744K 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 Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.