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

MBA 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
Q1 		$1.1M Sell
16,299
-582
-3% -$40.4K 0.42% 52
2025
Q4 		$1.11M Hold
16,881
– – 0.45% 50
2025
Q3 		$1.1M Buy
16,881
+10
+0.1% +$643 0.47% 49
2025
Q2 		$1.05M Sell
16,871
-928
-5% -$54.5K 0.48% 48
2025
Q1 		$1.04M Buy
17,799
+20
+0.1% +$1.24K 0.51% 47
2024
Q4 		$1.11M Sell
17,779
-164
-0.9% -$10.5K 0.56% 42
2024
Q3 		$1.12M Sell
17,943
-60
-0.3% -$3.62K 0.54% 46
2024
Q2 		$1.05M Sell
18,003
-1,747
-9% -$103K 0.54% 46
2024
Q1 		$1.2M Sell
19,750
-230
-1% -$13K 0.62% 40
2023
Q4 		$1.11M Sell
19,980
-80
-0.4% -$4.06K 0.62% 40
2023
Q3 		$1M Sell
20,060
-2,200
-10% -$115K 0.61% 40
2023
Q2 		$1.16M Hold
22,260
– – 0.7% 36
2023
Q1 		$1.11M Hold
22,260
– – 0.69% 37
2022
Q4 		$1.08M Sell
22,260
-3,460
-13% -$167K 0.7% 36
2022
Q3 		$1.13M Sell
25,720
-5,050
-16% -$244K 0.82% 33
2022
Q2 		$1.39M Sell
30,770
-2,515
-8% -$124K 0.96% 30
2022
Q1 		$1.79M Hold
33,285
– – 1.11% 27
2021
Q4 		$1.88M Hold
33,285
– – 1.17% 25
2021
Q3 		$1.75M Sell
33,285
-5,230
-14% -$281K 1.29% 22
2021
Q2 		$2.07K Sell
38,515
-500
-1% -$27K 0.96% 19
2021
Q1 		$2.03K Buy
+39,015
New +$1.95M 1.12% 15

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MBA Advisors's IJH Position: Q1 2026 in Review

MBA Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, selling an estimated $40.4K and leaving 16,299 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #52.

MBA Advisors first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.88M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • MBA Advisors held 16,299 shares of iShares Core S&P Mid-Cap ETF worth $1.1M as of Q1 2026.
  • MBA Advisors sold 582 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $40.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.42% of MBA Advisors's portfolio in Q1 2026, its #52 holding.
  • MBA Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.88M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.