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

LBMC 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 		$3.63M Sell
53,757
-12,073
-18% -$837K 0.22% 53
2025
Q4 		$4.34M Sell
65,830
-1,160
-2% -$76K 0.27% 51
2025
Q3 		$4.37M Sell
66,990
-7,527
-10% -$484K 0.28% 50
2025
Q2 		$4.62M Sell
74,517
-10,467
-12% -$614K 0.33% 44
2025
Q1 		$4.96M Sell
84,984
-1,716
-2% -$107K 0.39% 38
2024
Q4 		$5.4M Buy
86,700
+780
+0.9% +$50K 0.43% 36
2024
Q3 		$5.35M Sell
85,920
-351
-0.4% -$21.2K 0.42% 33
2024
Q2 		$5.05M Sell
86,271
-20,429
-19% -$1.2M 0.44% 30
2024
Q1 		$6.48M Buy
106,700
+4,920
+5% +$279K 0.56% 24
2023
Q4 		$5.64M Sell
101,780
-4,100
-4% -$208K 0.54% 24
2023
Q3 		$5.13M Buy
105,880
+35
+0% +$1.83K 0.55% 25
2023
Q2 		$5.54M Buy
105,845
+25
+0% +$1.24K 0.54% 26
2023
Q1 		$5.29M Sell
105,820
-11,805
-10% -$601K 0.54% 26
2022
Q4 		$5.69M Buy
117,625
+2,360
+2% +$114K 0.6% 25
2022
Q3 		$5.05M Buy
115,265
+11,635
+11% +$563K 0.58% 24
2022
Q2 		$4.69M Buy
103,630
+66,360
+178% +$3.28M 0.51% 25
2022
Q1 		$2M Sell
37,270
-990
-3% -$52.7K 0.18% 39
2021
Q4 		$2.17M Sell
38,260
-709,100
-95% -$39.5M 0.19% 39
2021
Q3 		$2.01K Buy
747,360
+709,150
+1,856% +$38.2M 0.19% 40
2021
Q2 		$2.05M Buy
38,210
+25
+0.1% +$1.35K 0.2% 41
2021
Q1 		$1.99M Hold
38,185
– – 0.21% 40
2020
Q4 		$1.75M Buy
38,185
+10
+0% +$421 0.21% 39
2020
Q3 		$1.42M Buy
38,175
+10
+0% +$374 0.2% 43
2020
Q2 		$1.36M Sell
38,165
-400
-1% -$13.3K 0.21% 37
2020
Q1 		$1.11M Buy
38,565
+420
+1% +$15.6K 0.21% 31
2019
Q4 		$1.57M Buy
38,145
+20
+0.1% +$793 0.22% 31
2019
Q3 		$1.47M Buy
38,125
+1,965
+5% +$75.5K 0.22% 30
2019
Q2 		$1.41M Buy
36,160
+10
+0% +$383 0.21% 32
2019
Q1 		$1.37M Buy
36,150
+2,735
+8% +$101K 0.22% 30
2018
Q4 		$1.11M Buy
33,415
+50
+0.1% +$1.82K 0.2% 30
2018
Q3 		$1.34M Sell
33,365
-250
-0.7% -$10K 0.21% 27
2018
Q2 		$1.31M Buy
33,615
+5,330
+19% +$206K 0.22% 27
2018
Q1 		$1.06M Buy
28,285
+45
+0.2% +$1.72K 0.18% 30
2017
Q4 		$1.07M Buy
28,240
+55
+0.2% +$2.03K 0.17% 32
2017
Q3 		$1.01M Buy
28,185
+40
+0.1% +$1.39K 0.17% 31
2017
Q2 		$979K Buy
28,145
+20
+0.1% +$690 0.17% 29
2017
Q1 		$963K Buy
28,125
+35
+0.1% +$1.19K 0.17% 29
2016
Q4 		$929K Buy
28,090
+745
+3% +$23.6K 0.17% 31
2016
Q3 		$846K Buy
27,345
+655
+2% +$20.2K 0.16% 35
2016
Q2 		$797K Sell
26,690
-135
-0.5% -$3.96K 0.16% 33
2016
Q1 		$774K Buy
26,825
+1,650
+7% +$44.1K 0.16% 32
2015
Q4 		$701K Buy
+25,175
New +$719K 0.15% 32

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

LBMC Investment Advisors's IJH Position: Q1 2026 in Review

LBMC Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, selling an estimated $837K and leaving 53,757 shares worth $3.63M. The position accounts for 0.22% of the portfolio, ranked #53.

LBMC Investment Advisors first reported a position in IJH in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.48M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • LBMC Investment Advisors held 53,757 shares of iShares Core S&P Mid-Cap ETF worth $3.63M as of Q1 2026.
  • LBMC Investment Advisors sold 12,073 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $837K.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of LBMC Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • LBMC Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • LBMC Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.48M in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.