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

Money Concepts Capital’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 		$6.98M Buy
103,378
+5,627
+6% +$390K 0.39% 59
2025
Q4 		$6.45M Buy
97,751
+7,067
+8% +$463K 0.36% 57
2025
Q3 		$5.92M Buy
90,684
+4,787
+6% +$308K 0.37% 57
2025
Q2 		$5.33M Buy
85,897
+2,935
+4% +$172K 0.36% 59
2025
Q1 		$4.84M Buy
82,962
+3,202
+4% +$199K 0.36% 63
2024
Q4 		$4.97M Buy
79,760
+2,978
+4% +$191K 0.37% 60
2024
Q3 		$4.79M Buy
76,782
+1,354
+2% +$81.7K 0.36% 62
2024
Q2 		$4.41M Buy
75,428
+2,576
+4% +$151K 0.37% 64
2024
Q1 		$4.43M Buy
72,852
+7,707
+12% +$436K 0.41% 64
2023
Q4 		$3.61M Buy
65,145
+8,010
+14% +$406K 0.34% 85
2023
Q3 		$2.85M Buy
57,135
+4,425
+8% +$232K 0.3% 95
2023
Q2 		$2.76M Sell
52,710
-839,970
-94% -$41.7M 0.28% 104
2023
Q1 		$2.32M Buy
892,680
+787,975
+753% +$40.1M 0.13% 138
2022
Q4 		$5.07M Buy
104,705
+43,945
+72% +$2.12M 0.23% 87
2022
Q3 		$2.66M Sell
60,760
-7,220
-11% -$349K 0.16% 125
2022
Q2 		$3.11M Sell
67,980
-26,795
-28% -$1.32M 0.28% 80
2022
Q1 		$5.09M Buy
94,775
+41,805
+79% +$2.23M 0.29% 72
2021
Q4 		$3M Buy
+52,970
New +$2.95M 0.25% 101
2021
Q1 		$2.35M Buy
45,205
+1,305
+3% +$65.2K 0.19% 121
2020
Q4 		$2.02M Buy
+43,900
New +$1.85M 0.19% 120

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Money Concepts Capital's IJH Position: Q1 2026 in Review

Money Concepts Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.8% in Q1 2026, buying an estimated $390K and bringing the position to 103,378 shares worth $6.98M. The position accounts for 0.39% of the portfolio, ranked #59.

Money Concepts Capital first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Money Concepts Capital held 103,378 shares of iShares Core S&P Mid-Cap ETF worth $6.98M as of Q1 2026.
  • Money Concepts Capital bought 5,627 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $390K.
  • iShares Core S&P Mid-Cap ETF made up 0.39% of Money Concepts Capital's portfolio in Q1 2026, its #59 holding.
  • Money Concepts Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.