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

Maxele 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 Q2	$1.7M	Buy	+22,090	New	+$1.62M	1.19%	26
2025 Q4	$1.47M	Buy	22,218 +3	+0%	+$197	1.19%	27
2025 Q3	$1.45M	Buy	22,215 +327	+1%	+$21K	1.25%	26
2025 Q2	$1.36M	Buy	21,888 +296	+1%	+$17.4K	1.18%	26
2025 Q1	$1.26M	Sell	21,592 -238	-1%	-$14.8K	1.22%	27
2024 Q4	$1.36M	Buy	+21,830	New	+$1.4M	1.3%	24
2022 Q3	$836K	Sell	19,055 -535	-3%	-$25.9K	1.4%	21
2022 Q2	$886K	Sell	19,590 -2,770	-12%	-$137K	1.39%	21
2022 Q1	$1.2M	Sell	22,360 -1,320	-6%	-$70.3K	1.49%	17
2021 Q4	$1.34M	Buy	+23,680	New	+$1.32M	1.55%	14

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Maxele Advisors's IJH Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 22,090 shares worth $1.7M. The stake represents 1.19% of the portfolio and ranks #26 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IJH as recently as Q4 2025.

Maxele Advisors first reported a position in IJH in Q4 2021 and has held it in 10 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Maxele Advisors held 22,090 shares of iShares Core S&P Mid-Cap ETF worth $1.7M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Maxele Advisors position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 1.19% of Maxele Advisors's portfolio in Q2 2026, its #26 holding.
Maxele Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.