McLean Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McLean Asset Management’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	$591K	Hold	8,749	–	–	0.1%	84
2025 Q4	$607K	Buy	8,749 +1	+0%	+$66	0.11%	87
2025 Q3	$576K	Sell	8,748 -56	-0.6%	-$3.6K	0.12%	85
2025 Q2	$558K	Buy	8,804 +4,558	+107%	+$268K	0.15%	79
2025 Q1	$217K	Buy	4,246 +1	+0%	+$62	0.07%	138
2024 Q4	$265K	Buy	4,245 +1	+0%	+$64	0.08%	128
2024 Q3	$264K	Buy	4,244 +1	+0%	+$60	0.08%	131
2024 Q2	$248K	Hold	4,243	–	–	0.08%	132
2024 Q1	$255K	Buy	4,243 +3	+0.1%	+$170	0.09%	127
2023 Q4	$229K	Sell	4,240 -855	-17%	-$43.4K	0.09%	128
2023 Q3	$254K	Buy	5,095 +855	+20%	+$44.8K	0.1%	106
2023 Q2	$222K	Hold	4,240	–	–	0.09%	118
2023 Q1	$212K	Hold	4,240	–	–	0.09%	120
2022 Q4	$205K	Buy	+4,240	New	+$205K	0.07%	130
2022 Q2	–	Sell	-4,235	Closed	-$227K	–	134
2022 Q1	$227K	Hold	4,235	–	–	0.17%	113
2021 Q4	$236K	Hold	4,235	–	–	0.09%	116
2021 Q3	$236K	Buy	4,235 +235	+6%	+$12.6K	0.09%	116
2021 Q2	$209K	Hold	4,000	–	–	0.09%	110
2021 Q1	$220K	Sell	4,000 -875	-18%	-$43.7K	0.17%	95
2020 Q4	$224K	Buy	+4,875	New	+$205K	0.2%	82

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

McLean Asset Management's IJH Position: Q1 2026 in Review

McLean Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 8,749 shares worth $591K. The position accounts for 0.1% of the portfolio, ranked #84.

McLean Asset Management first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. The position peaked at $607K in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

McLean Asset Management held 8,749 shares of iShares Core S&P Mid-Cap ETF worth $591K as of Q1 2026.
McLean Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of McLean Asset Management's portfolio in Q1 2026, its #84 holding.
McLean Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
McLean Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $607K in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.