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

Midwest Capital 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	$151K	Sell	2,241 -80	-3%	-$5.55K	0.07%	60
2025 Q4	$153K	Sell	2,321 -296	-11%	-$19.4K	0.07%	57
2025 Q3	$171K	Buy	2,617 +8	+0.3%	+$514	0.08%	56
2025 Q2	$162K	Sell	2,609 -1,240	-32%	-$72.8K	0.09%	55
2025 Q1	$225K	Hold	3,849	–	–	0.14%	50
2024 Q4	$240K	Buy	+3,849	New	+$247K	0.18%	48

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

Midwest Capital Advisors's IJH Position: Q1 2026 in Review

Midwest Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, selling an estimated $5.55K and leaving 2,241 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #60.

Midwest Capital Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $240K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Midwest Capital Advisors held 2,241 shares of iShares Core S&P Mid-Cap ETF worth $151K as of Q1 2026.
Midwest Capital Advisors sold 80 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.55K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Midwest Capital Advisors's portfolio in Q1 2026, its #60 holding.
Midwest Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $240K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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