Madden Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Madden Securities’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	$295K	Hold	4,372	–	–	0.09%	99
2025 Q4	$289K	Sell	4,372 -42	-1%	-$2.75K	0.09%	101
2025 Q3	$288K	Buy	4,414 +42	+1%	+$2.7K	0.09%	100
2025 Q2	$271K	Hold	4,372	–	–	0.09%	96
2025 Q1	$255K	Hold	4,372	–	–	0.1%	102
2024 Q4	$272K	Buy	4,372 +302	+7%	+$19.4K	0.11%	102
2024 Q3	$254K	Hold	4,070	–	–	0.11%	97
2024 Q2	$238K	Hold	4,070	–	–	0.11%	95
2024 Q1	$247K	Sell	4,070 -4,195	-51%	-$238K	0.11%	85
2023 Q4	$458K	Hold	8,265	–	–	0.24%	67
2023 Q3	$412K	Hold	8,265	–	–	0.23%	65
2023 Q2	$432K	Buy	8,265 +3,970	+92%	+$197K	0.22%	65
2023 Q1	$215K	Hold	4,295	–	–	0.11%	85
2022 Q4	$208K	Buy	+4,295	New	+$208K	0.11%	88
2022 Q2	–	Sell	-4,470	Closed	-$240K	–	118
2022 Q1	$240K	Buy	+4,470	New	+$238K	0.11%	102

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

Madden Securities's IJH Position: Q1 2026 in Review

Madden Securities held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,372 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #99.

Madden Securities first reported a position in IJH in Q1 2022 and has held it in 15 quarters since. The position peaked at $458K in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Madden Securities held 4,372 shares of iShares Core S&P Mid-Cap ETF worth $295K as of Q1 2026.
Madden Securities left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.09% of Madden Securities's portfolio in Q1 2026, its #99 holding.
Madden Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
Madden Securities's iShares Core S&P Mid-Cap ETF position peaked at $458K in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.