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

Monograph 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	$218K	Hold	3,231	–	–	0.02%	136
2025 Q4	$213K	Hold	3,231	–	–	0.02%	128
2025 Q3	$211K	Hold	3,231	–	–	0.02%	135
2025 Q2	$200K	Buy	+3,231	New	+$190K	0.02%	123
2025 Q1	–	Sell	-3,231	Closed	-$201K	–	118
2024 Q4	$201K	Hold	3,231	–	–	0.03%	111
2024 Q3	$201K	Buy	+3,231	New	+$195K	0.03%	104
2024 Q1	–	Sell	-5,350	Closed	-$297K	–	157
2023 Q4	$297K	Sell	5,350 -240	-4%	-$12.2K	0.05%	84
2023 Q3	$280K	Buy	5,590 +240	+4%	+$12.6K	0.06%	99
2023 Q2	$280K	Hold	5,350	–	–	0.06%	70
2023 Q1	$268K	Hold	5,350	–	–	0.06%	70
2022 Q4	$259K	Hold	5,350	–	–	0.07%	79
2022 Q3	$235K	Hold	5,350	–	–	0.08%	62
2022 Q2	$242K	Hold	5,350	–	–	0.07%	65
2022 Q1	$287K	Hold	5,350	–	–	0.07%	69
2021 Q4	$303K	Buy	+5,350	New	+$298K	0.08%	68

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

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

Monograph Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,231 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #136.

Monograph Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 15 quarters since. The position peaked at $303K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Monograph Wealth Advisors held 3,231 shares of iShares Core S&P Mid-Cap ETF worth $218K as of Q1 2026.
Monograph Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q1 2026, its #136 holding.
Monograph Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Monograph Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $303K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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