LaSalle St. Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LaSalle St. Investment 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	$1.06M	Buy	15,695 +20	+0.1%	+$1.39K	0.15%	118
2025 Q4	$1.03M	Sell	15,675 -1,457	-9%	-$95.4K	0.17%	98
2025 Q3	$1.12M	Buy	17,132 +1,530	+10%	+$98.3K	0.2%	80
2025 Q2	$967K	Sell	15,602 -2,675	-15%	-$157K	0.27%	80
2025 Q1	$1.07M	Buy	18,277 +3,349	+22%	+$208K	0.25%	74
2024 Q4	$930K	Buy	14,928 +7,373	+98%	+$473K	0.29%	66
2024 Q3	$470K	Buy	7,555 +187	+3%	+$11.3K	0.18%	101
2024 Q2	$431K	Buy	7,368 +3,047	+71%	+$179K	0.22%	87
2024 Q1	$433K	Sell	4,321 -649	-13%	-$36.7K	0.24%	69
2023 Q4	$2.76M	Sell	4,970 -6,610	-57%	-$335K	0.18%	88
2023 Q3	$577K	Buy	11,580 +1,130	+11%	+$59.2K	0.28%	50
2023 Q2	$546K	Buy	10,450 +1,350	+15%	+$67.1K	0.24%	54
2023 Q1	$455K	Buy	9,100 +205	+2%	+$10.4K	0.2%	67
2022 Q4	$430K	Buy	+8,895	New	+$430K	0.2%	58

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

LaSalle St. Investment Advisors's IJH Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q1 2026, buying an estimated $1.39K and bringing the position to 15,695 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #118.

LaSalle St. Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.76M in Q4 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

LaSalle St. Investment Advisors held 15,695 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q1 2026.
LaSalle St. Investment Advisors bought 20 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.39K.
iShares Core S&P Mid-Cap ETF made up 0.15% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #118 holding.
LaSalle St. Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
LaSalle St. Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.76M in Q4 2023.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.