L.J. Altfest & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

L.J. Altfest & Co’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	$349K	Buy	5,166 +3	+0.1%	+$208	0.04%	256
2025 Q4	$341K	Buy	5,163 +128	+3%	+$8.38K	0.04%	269
2025 Q3	$329K	Sell	5,035 -1,027	-17%	-$66K	0.04%	273
2025 Q2	$376K	Sell	6,062 -1,535	-20%	-$90.1K	0.04%	255
2025 Q1	$443K	Sell	7,597 -47,019	-86%	-$2.92M	0.06%	232
2024 Q4	$3.4M	Buy	54,616 +50,285	+1,161%	+$3.23M	0.43%	47
2024 Q3	$270K	Buy	4,331 +136	+3%	+$8.2K	0.04%	287
2024 Q2	$246K	Buy	4,195 +11	+0.3%	+$646	0.03%	278
2024 Q1	$254K	Buy	4,184 +9	+0.2%	+$510	0.04%	280
2023 Q4	$231K	Buy	4,175 +40	+1%	+$2.03K	0.03%	278
2023 Q3	$206K	Sell	4,135 -100	-2%	-$5.24K	0.03%	280
2023 Q2	$222K	Buy	4,235 +10	+0.2%	+$497	0.03%	274
2023 Q1	$211K	Buy	4,225 +20	+0.5%	+$1.02K	0.03%	257
2022 Q4	$204K	Sell	4,205 -440	-9%	-$21.3K	0.03%	248
2022 Q3	$204K	Buy	4,645 +155	+3%	+$7.49K	0.04%	249
2022 Q2	$203K	Buy	4,490 +15	+0.3%	+$740	0.04%	244
2022 Q1	$240K	Buy	4,475 +10	+0.2%	+$532	0.04%	233
2021 Q4	$253K	Buy	4,465 +30	+0.7%	+$1.67K	0.05%	219
2021 Q3	$233K	Hold	4,435	–	–	0.05%	236
2021 Q2	$238K	Buy	4,435 +25	+0.6%	+$1.35K	0.05%	238
2021 Q1	$230K	Hold	4,410	–	–	0.05%	244
2020 Q4	$203K	Buy	+4,410	New	+$186K	0.05%	257
2020 Q2	–	Sell	-9,565	Closed	-$275K	–	224
2020 Q1	$275K	Buy	9,565 +1,720	+22%	+$63.9K	0.09%	146
2019 Q4	$323K	Buy	7,845 +20	+0.3%	+$793	0.08%	145
2019 Q3	$302K	Hold	7,825	–	–	0.08%	139
2019 Q2	$304K	Hold	7,825	–	–	0.08%	139
2019 Q1	$284K	Sell	7,825 -45	-0.6%	-$1.66K	0.07%	150
2018 Q4	$261K	Buy	+7,870	New	+$287K	0.07%	127

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

L.J. Altfest & Co's IJH Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, buying an estimated $208 and bringing the position to 5,166 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #256.

L.J. Altfest & Co first reported a position in IJH in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.4M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

L.J. Altfest & Co held 5,166 shares of iShares Core S&P Mid-Cap ETF worth $349K as of Q1 2026.
L.J. Altfest & Co bought 3 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $208.
iShares Core S&P Mid-Cap ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #256 holding.
L.J. Altfest & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
L.J. Altfest & Co's iShares Core S&P Mid-Cap ETF position peaked at $3.4M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.