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

Medallion Wealth 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	$273K	Sell	4,050 -432	-10%	-$30K	0.09%	205
2025 Q4	$296K	Sell	4,482 -179	-4%	-$11.7K	0.1%	188
2025 Q3	$304K	Buy	4,661 +3	+0.1%	+$193	0.11%	179
2025 Q2	$292K	Buy	4,658 +12	+0.3%	+$704	0.11%	177
2025 Q1	$272K	Buy	4,646 +427	+10%	+$26.5K	0.12%	164
2024 Q4	$261K	Buy	+4,219	New	+$271K	0.13%	159

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

Medallion Wealth Advisors's IJH Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.6% in Q1 2026, selling an estimated $30K and leaving 4,050 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #205.

Medallion Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Medallion Wealth Advisors held 4,050 shares of iShares Core S&P Mid-Cap ETF worth $273K as of Q1 2026.
Medallion Wealth Advisors sold 432 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $30K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #205 holding.
Medallion Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $304K in Q3 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.