Mattson Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mattson Financial 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	$362K	Buy	5,366 +684	+15%	+$47.4K	0.09%	153
2025 Q4	$309K	Buy	4,682 +44	+0.9%	+$2.88K	0.07%	170
2025 Q3	$303K	Buy	+4,638	New	+$298K	0.07%	159
2025 Q2	–	Sell	-437	Closed	-$25.5K	–	244
2025 Q1	$25.5K	Sell	437 -39	-8%	-$2.42K	0.01%	215
2024 Q4	$29.7K	Buy	476 +71	+18%	+$4.55K	0.01%	207
2024 Q3	$23.7K	Hold	405	–	–	0.01%	187
2024 Q2	$23.7K	Buy	+405	New	+$23.8K	0.01%	187

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

Mattson Financial Services's IJH Position: Q1 2026 in Review

Mattson Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, buying an estimated $47.4K and bringing the position to 5,366 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #153.

Mattson Financial Services first reported a position in IJH in Q2 2024 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Mattson Financial Services held 5,366 shares of iShares Core S&P Mid-Cap ETF worth $362K as of Q1 2026.
Mattson Financial Services bought 684 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $47.4K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Mattson Financial Services's portfolio in Q1 2026, its #153 holding.
Mattson Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 7 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.