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

KFA Private Wealth Group’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 		$14.3M Sell
211,698
-1,801
-0.8% -$125K 3.43% 5
2025
Q4 		$14.1M Buy
213,499
+15,554
+8% +$1.02M 3.43% 5
2025
Q3 		$12.9M Buy
197,945
+7,113
+4% +$457K 3.69% 4
2025
Q2 		$11.8M Buy
190,832
+714
+0.4% +$41.9K 3.67% 4
2025
Q1 		$11.1M Buy
190,118
+68,648
+57% +$4.26M 3.88% 4
2024
Q4 		$7.57M Buy
121,470
+27,364
+29% +$1.76M 3.17% 7
2024
Q3 		$5.86M Sell
94,106
-2,652
-3% -$160K 2.8% 9
2024
Q2 		$5.66M Sell
96,758
-55,529
-36% -$3.26M 2.93% 9
2024
Q1 		$9.25M Buy
152,287
+11,492
+8% +$651K 2.87% 10
2023
Q4 		$7.8M Buy
140,795
+7,135
+5% +$362K 2.8% 10
2023
Q3 		$6.67M Buy
133,660
+5,040
+4% +$264K 2.77% 11
2023
Q2 		$6.73M Buy
128,620
+1,360
+1% +$67.6K 2.79% 11
2023
Q1 		$6.37M Buy
127,260
+31,295
+33% +$1.59M 2.9% 11
2022
Q4 		$4.64M Sell
95,965
-29,455
-23% -$1.42M 2.37% 11
2022
Q3 		$5.5M Buy
125,420
+3,485
+3% +$168K 2.93% 11
2022
Q2 		$5.52M Buy
121,935
+3,900
+3% +$193K 3.05% 10
2022
Q1 		$6.33M Buy
118,035
+205
+0.2% +$10.9K 3.18% 10
2021
Q4 		$6.67M Buy
117,830
+6,550
+6% +$365K 3.32% 8
2021
Q3 		$5.86M Buy
111,280
+6,720
+6% +$362K 3.2% 10
2021
Q2 		$5.62M Sell
104,560
-30,750
-23% -$1.66M 3.07% 10
2021
Q1 		$7.04M Buy
135,310
+2,890
+2% +$144K 4.11% 7
2020
Q4 		$6.09M Sell
132,420
-11,070
-8% -$466K 3.86% 7
2020
Q3 		$5.32M Buy
143,490
+33,330
+30% +$1.25M 3.99% 8
2020
Q2 		$3.92M Sell
110,160
-81,805
-43% -$2.72M 3.77% 9
2020
Q1 		$5.52M Sell
191,965
-212,240
-53% -$7.89M 6.53% 3
2019
Q4 		$16.6M Buy
+404,205
New +$16M 15.28% 2

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

KFA Private Wealth Group's IJH Position: Q1 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.84% in Q1 2026, selling an estimated $125K and leaving 211,698 shares worth $14.3M. The position accounts for 3.43% of the portfolio, ranked #5.

KFA Private Wealth Group first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.6M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • KFA Private Wealth Group held 211,698 shares of iShares Core S&P Mid-Cap ETF worth $14.3M as of Q1 2026.
  • KFA Private Wealth Group sold 1,801 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $125K.
  • iShares Core S&P Mid-Cap ETF made up 3.43% of KFA Private Wealth Group's portfolio in Q1 2026, its #5 holding.
  • KFA Private Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $16.6M in Q4 2019.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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