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

Midland 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	$52.5M	Buy	777,138 +71,579	+10%	+$4.97M	2.71%	11
2025 Q4	$46.6M	Buy	705,559 +114,658	+19%	+$7.51M	2.42%	12
2025 Q3	$38.6M	Buy	590,901 +574,599	+3,525%	+$36.9M	2.06%	15
2025 Q2	$1.01M	Sell	16,302 -2,467	-13%	-$145K	0.06%	75
2025 Q1	$1.1M	Buy	18,769 +2,253	+14%	+$140K	0.06%	73
2024 Q4	$1.03M	Sell	16,516 -1,728	-9%	-$111K	0.06%	80
2024 Q3	$1.14M	Sell	18,244 -4,484	-20%	-$270K	0.07%	77
2024 Q2	$1.33M	Buy	22,728 +575	+3%	+$33.8K	0.08%	67
2024 Q1	$1.35M	Buy	22,153 +4,988	+29%	+$282K	0.08%	67
2023 Q4	$951K	Buy	+17,165	New	+$871K	0.07%	90

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

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

Midland Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q1 2026, buying an estimated $4.97M and bringing the position to 777,138 shares worth $52.5M. The position accounts for 2.71% of the portfolio, ranked #11.

Midland Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Midland Wealth Advisors held 777,138 shares of iShares Core S&P Mid-Cap ETF worth $52.5M as of Q1 2026.
Midland Wealth Advisors bought 71,579 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.97M.
iShares Core S&P Mid-Cap ETF made up 2.71% of Midland Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Midland Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.