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

Lyell 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	$2.19M	Sell	32,385 -1,100	-3%	-$76.3K	0.16%	91
2025 Q4	$2.21M	Sell	33,485 -4,175	-11%	-$273K	0.16%	86
2025 Q3	$2.46M	Sell	37,660 -2,425	-6%	-$156K	0.18%	82
2025 Q2	$2.49M	Sell	40,085 -2,700	-6%	-$158K	0.2%	84
2025 Q1	$2.5M	Sell	42,785 -6,000	-12%	-$373K	0.23%	85
2024 Q4	$3.04M	Buy	48,785 +10	+0%	+$641	0.27%	84
2024 Q3	$3.04M	Sell	48,775 -2,065	-4%	-$125K	0.28%	88
2024 Q2	$2.98M	Sell	50,840 -4,090	-7%	-$240K	0.28%	85
2024 Q1	$3.34M	Buy	54,930 +1,980	+4%	+$112K	0.34%	84
2023 Q4	$2.94M	Sell	52,950 -11,360	-18%	-$576K	0.33%	80
2023 Q3	$3.21M	Sell	64,310 -12,425	-16%	-$651K	0.43%	72
2023 Q2	$4.01M	Sell	76,735 -6,940	-8%	-$345K	0.51%	64
2023 Q1	$4.19M	Buy	83,675 +85	+0.1%	+$4.33K	0.59%	59
2022 Q4	$4.04M	Buy	83,590 +10,450	+14%	+$505K	0.64%	58
2022 Q3	$3.21M	Buy	73,140 +28,525	+64%	+$1.38M	0.55%	67
2022 Q2	$2.02M	Buy	44,615 +5,115	+13%	+$253K	0.33%	83
2022 Q1	$2.12M	Buy	39,500 +12,600	+47%	+$671K	0.27%	88
2021 Q4	$1.52M	Sell	26,900 -8,475	-24%	-$472K	0.17%	89
2021 Q3	$1.86M	Sell	35,375 -2,135	-6%	-$115K	0.23%	84
2021 Q2	$2.02M	Sell	37,510 -3,615	-9%	-$195K	0.25%	81
2021 Q1	$2.14M	Buy	41,125 +16,925	+70%	+$845K	0.31%	76
2020 Q4	$1.11M	Buy	+24,200	New	+$1.02M	0.18%	80
2020 Q1	–	Sell	-6,850	Closed	-$282K	–	126
2019 Q4	$282K	Buy	+6,850	New	+$271K	0.08%	106

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

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

Lyell Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q1 2026, selling an estimated $76.3K and leaving 32,385 shares worth $2.19M. The position accounts for 0.16% of the portfolio, ranked #91.

Lyell Wealth Management first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.19M in Q1 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Lyell Wealth Management held 32,385 shares of iShares Core S&P Mid-Cap ETF worth $2.19M as of Q1 2026.
Lyell Wealth Management sold 1,100 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $76.3K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Lyell Wealth Management's portfolio in Q1 2026, its #91 holding.
Lyell Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
Lyell Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.19M in Q1 2023.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.