McAdam LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McAdam LLC’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	$372K	Buy	5,506 +77	+1%	+$5.34K	0.02%	295
2025 Q4	$358K	Sell	5,429 -132	-2%	-$8.65K	0.02%	293
2025 Q3	$363K	Sell	5,561 -878	-14%	-$56.4K	0.02%	267
2025 Q2	$399K	Buy	6,439 +2,498	+63%	+$147K	0.02%	238
2025 Q1	$230K	Buy	+3,941	New	+$245K	0.01%	304
2024 Q4	–	Sell	-3,857	Closed	-$240K	–	365
2024 Q3	$240K	Buy	+3,857	New	+$233K	0.01%	291
2024 Q2	–	Sell	-3,418	Closed	-$208K	–	330
2024 Q1	$208K	Sell	3,418 -197	-5%	-$11.2K	0.01%	282
2023 Q4	$200K	Buy	+3,615	New	+$183K	0.01%	266
2023 Q3	–	Sell	-4,070	Closed	-$213K	–	263
2023 Q2	$213K	Sell	4,070 -205	-5%	-$10.2K	0.02%	245
2023 Q1	$214K	Buy	+4,275	New	+$218K	0.02%	235
2018 Q4	–	Sell	-2,130	Closed	-$85K	–	311
2018 Q3	$85K	Sell	2,130 -15	-0.7%	-$603	0.03%	128
2018 Q2	$84K	Buy	2,145 +50	+2%	+$1.93K	0.03%	113
2018 Q1	$79K	Buy	+2,095	New	+$80.1K	0.04%	118

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

McAdam LLC's IJH Position: Q1 2026 in Review

McAdam LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, buying an estimated $5.34K and bringing the position to 5,506 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #295.

McAdam LLC first reported a position in IJH in Q1 2018 and has held it in 13 quarters since. The position peaked at $399K in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

McAdam LLC held 5,506 shares of iShares Core S&P Mid-Cap ETF worth $372K as of Q1 2026.
McAdam LLC bought 77 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.34K.
iShares Core S&P Mid-Cap ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #295 holding.
McAdam LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 13 quarters since.
McAdam LLC's iShares Core S&P Mid-Cap ETF position peaked at $399K in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.