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

Kingswood Wealth Advisors’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	$4.22M	Sell	62,439 -6,465	-9%	-$448K	0.2%	119
2025 Q4	$4.55M	Sell	68,904 -3,686	-5%	-$241K	0.22%	101
2025 Q3	$4.74M	Buy	72,590 +14,436	+25%	+$928K	0.29%	86
2025 Q2	$3.61M	Buy	58,154 +8,080	+16%	+$474K	0.28%	79
2025 Q1	$2.92M	Sell	50,074 -13,943	-22%	-$866K	0.27%	89
2024 Q4	$3.99M	Buy	64,017 +26,485	+71%	+$1.7M	0.3%	65
2024 Q3	$2.34M	Buy	37,532 +8,550	+30%	+$516K	0.17%	139
2024 Q2	$1.7M	Buy	28,982 +11,622	+67%	+$683K	0.15%	136
2024 Q1	$1.05M	Buy	17,360 +6,605	+61%	+$374K	0.12%	192
2023 Q4	$596K	Buy	10,755 +3,285	+44%	+$167K	0.07%	302
2023 Q3	$373K	Buy	+7,470	New	+$391K	0.06%	298

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

Kingswood Wealth Advisors's IJH Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q1 2026, selling an estimated $448K and leaving 62,439 shares worth $4.22M. The position accounts for 0.2% of the portfolio, ranked #119.

Kingswood Wealth Advisors first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.74M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Kingswood Wealth Advisors held 62,439 shares of iShares Core S&P Mid-Cap ETF worth $4.22M as of Q1 2026.
Kingswood Wealth Advisors sold 6,465 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $448K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #119 holding.
Kingswood Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.74M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.