Mason Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mason Investment Advisory Services’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	$494K	Buy	7,319 +1	+0%	+$69	0.02%	48
2025 Q4	$483K	Buy	7,318 +3	+0%	+$197	0.02%	50
2025 Q3	$477K	Buy	7,315 +20	+0.3%	+$1.28K	0.02%	53
2025 Q2	$452K	Buy	7,295 +20	+0.3%	+$1.17K	0.02%	50
2025 Q1	$425K	Buy	7,275 +17	+0.2%	+$1.06K	0.03%	46
2024 Q4	$452K	Buy	7,258 +26	+0.4%	+$1.67K	0.03%	51
2024 Q3	$451K	Buy	7,232 +24	+0.3%	+$1.45K	0.03%	47
2024 Q2	$422K	Buy	7,208 +568	+9%	+$33.4K	0.03%	48
2024 Q1	$403K	Sell	6,640 -655	-9%	-$37.1K	0.03%	46
2023 Q4	$404K	Buy	7,295 +50	+0.7%	+$2.54K	0.03%	46
2023 Q3	$361K	Hold	7,245	–	–	0.03%	44
2023 Q2	$379K	Hold	7,245	–	–	0.03%	39
2023 Q1	$362K	Sell	7,245 -330	-4%	-$16.8K	0.03%	39
2022 Q4	$366K	Hold	7,575	–	–	0.04%	56
2022 Q3	$332K	Hold	7,575	–	–	0.04%	56
2022 Q2	$343K	Sell	7,575 -745	-9%	-$36.8K	0.04%	51
2022 Q1	$447K	Sell	8,320 -50	-0.6%	-$2.66K	0.04%	72
2021 Q4	$474K	Buy	8,370 +435	+5%	+$24.2K	0.04%	74
2021 Q3	$417K	Hold	7,935	–	–	0.04%	71
2021 Q2	$426K	Sell	7,935 -180	-2%	-$9.72K	0.04%	68
2021 Q1	$422K	Buy	8,115 +180	+2%	+$8.99K	0.04%	66
2020 Q4	$365K	Hold	7,935	–	–	0.04%	70
2020 Q3	$294K	Hold	7,935	–	–	0.04%	69
2020 Q2	$282K	Hold	7,935	–	–	0.04%	72
2020 Q1	$228K	Hold	7,935	–	–	0.04%	76
2019 Q4	$327K	Sell	7,935 -240	-3%	-$9.51K	0.05%	76
2019 Q3	$316K	Hold	8,175	–	–	0.05%	75
2019 Q2	$318K	Hold	8,175	–	–	0.05%	74
2019 Q1	$310K	Buy	+8,175	New	+$302K	0.09%	71

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

Mason Investment Advisory Services's IJH Position: Q1 2026 in Review

Mason Investment Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q1 2026, buying an estimated $69 and bringing the position to 7,319 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #48.

Mason Investment Advisory Services first reported a position in IJH in Q1 2019 and has held it in 29 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Mason Investment Advisory Services held 7,319 shares of iShares Core S&P Mid-Cap ETF worth $494K as of Q1 2026.
Mason Investment Advisory Services bought 1 iShares Core S&P Mid-Cap ETF share in Q1 2026, an estimated $69.
iShares Core S&P Mid-Cap ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #48 holding.
Mason Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.