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

Keystone 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	$804K	Sell	11,904 -486	-4%	-$33.7K	0.17%	141
2025 Q4	$818K	Buy	12,390 +368	+3%	+$24.1K	0.17%	102
2025 Q3	$785K	Buy	12,022 +140	+1%	+$9K	0.17%	134
2025 Q2	$737K	Buy	11,882 +141	+1%	+$8.28K	0.18%	127
2025 Q1	$685K	Sell	11,741 -69	-0.6%	-$4.29K	0.19%	121
2024 Q4	$736K	Buy	11,810 +1,093	+10%	+$70.1K	0.19%	113
2024 Q3	$668K	Buy	10,717 +6	+0.1%	+$362	0.18%	116
2024 Q2	$627K	Hold	10,711	–	–	0.2%	114
2024 Q1	$651K	Sell	10,711 -659	-6%	-$37.3K	0.21%	106
2023 Q4	$630K	Sell	11,370 -8,130	-42%	-$412K	0.22%	100
2023 Q3	$972K	Buy	19,500 +9,015	+86%	+$472K	0.37%	68
2023 Q2	$548K	Buy	10,485 +5	+0%	+$248	0.2%	108
2023 Q1	$524K	Hold	10,480	–	–	0.21%	108
2022 Q4	$507K	Buy	10,480 +255	+2%	+$12.3K	0.22%	103
2022 Q3	$448K	Sell	10,225 -65	-0.6%	-$3.14K	0.21%	93
2022 Q2	$466K	Sell	10,290 -545	-5%	-$26.9K	0.21%	97
2022 Q1	$581K	Hold	10,835	–	–	0.23%	91
2021 Q4	$613K	Buy	+10,835	New	+$603K	0.25%	84

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

Keystone Wealth Services's IJH Position: Q1 2026 in Review

Keystone Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q1 2026, selling an estimated $33.7K and leaving 11,904 shares worth $804K. The position accounts for 0.17% of the portfolio, ranked #141.

Keystone Wealth Services first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $972K in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Keystone Wealth Services held 11,904 shares of iShares Core S&P Mid-Cap ETF worth $804K as of Q1 2026.
Keystone Wealth Services sold 486 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $33.7K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Keystone Wealth Services's portfolio in Q1 2026, its #141 holding.
Keystone Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Keystone Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $972K in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.