Mendota Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mendota Financial Group’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	–	Sell	-1,475	Closed	-$97.3K	–	62
2025 Q4	$97.3K	Hold	1,475	–	–	0.07%	47
2025 Q3	$96.3K	Hold	1,475	–	–	0.07%	51
2025 Q2	$91.5K	Hold	1,475	–	–	0.09%	38
2025 Q1	$86.1K	Sell	1,475 -5,133	-78%	-$319K	0.09%	35
2024 Q4	$412K	Sell	6,608 -1,857	-22%	-$119K	0.27%	27
2024 Q3	$528K	Sell	8,465 -999	-11%	-$60.2K	0.25%	33
2024 Q2	$554K	Hold	9,464	–	–	0.3%	31
2024 Q1	$575K	Buy	9,464 +4	+0%	+$226	0.34%	32
2023 Q4	$524K	Buy	9,460 +2,815	+42%	+$143K	0.41%	39
2023 Q3	$331K	Hold	6,645	–	–	0.35%	31
2023 Q2	$348K	Sell	6,645 -3,605	-35%	-$179K	0.39%	28
2023 Q1	$550K	Buy	10,250 +3,710	+57%	+$189K	0.55%	25
2022 Q4	$316K	Buy	+6,540	New	+$316K	0.4%	26

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

Mendota Financial Group's IJH Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 1,475 shares — an estimated $97.3K sold.

Mendota Financial Group first reported a position in IJH in Q4 2022 and held it in 13 quarters. The position peaked at $575K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Mendota Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 1,475 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $97.3K.
Mendota Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 13 quarters.
Mendota Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $575K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.