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

KFG Wealth Management’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	$296K	Sell	4,382 -128	-3%	-$8.88K	0.04%	177
2025 Q4	$298K	Sell	4,510 -528	-10%	-$34.6K	0.04%	173
2025 Q3	$329K	Sell	5,038 -5	-0.1%	-$321	0.05%	158
2025 Q2	$313K	Sell	5,043 -6,261	-55%	-$368K	0.05%	161
2025 Q1	$660K	Sell	11,304 -62	-0.5%	-$3.85K	0.12%	98
2024 Q4	$708K	Sell	11,366 -276	-2%	-$17.7K	0.13%	89
2024 Q3	$726K	Buy	11,642 +775	+7%	+$46.7K	0.16%	85
2024 Q2	$636K	Buy	10,867 +1,791	+20%	+$105K	0.25%	74
2024 Q1	$551K	Buy	9,076 +2,026	+29%	+$115K	0.23%	78
2023 Q4	$391K	Sell	7,050 -190	-3%	-$9.64K	0.18%	93
2023 Q3	$361K	Buy	7,240 +1,850	+34%	+$96.9K	0.2%	91
2023 Q2	$282K	Buy	5,390 +885	+20%	+$44K	0.16%	94
2023 Q1	$225K	Buy	+4,505	New	+$230K	0.16%	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

KFG Wealth Management's IJH Position: Q1 2026 in Review

KFG Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q1 2026, selling an estimated $8.88K and leaving 4,382 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #177.

KFG Wealth Management first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $726K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

KFG Wealth Management held 4,382 shares of iShares Core S&P Mid-Cap ETF worth $296K as of Q1 2026.
KFG Wealth Management sold 128 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.88K.
iShares Core S&P Mid-Cap ETF made up 0.04% of KFG Wealth Management's portfolio in Q1 2026, its #177 holding.
KFG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
KFG Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $726K 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 KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.