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

Montis Financial’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 		$8.38M Sell
124,128
-827
-0.7% -$57.4K 1.73% 14
2025
Q4 		$8.25M Buy
124,955
+202
+0.2% +$13.2K 1.63% 14
2025
Q3 		$8.14M Sell
124,753
-7,869
-6% -$506K 1.88% 13
2025
Q2 		$8.23M Buy
132,622
+1,200
+0.9% +$70.4K 2.29% 12
2025
Q1 		$7.67M Buy
131,422
+788
+0.6% +$48.9K 2.26% 12
2024
Q4 		$8.14M Buy
130,634
+3,034
+2% +$195K 2.51% 11
2024
Q3 		$7.95M Buy
+127,600
New +$7.69M 2.83% 10

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

Montis Financial's IJH Position: Q1 2026 in Review

Montis Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.66% in Q1 2026, selling an estimated $57.4K and leaving 124,128 shares worth $8.38M. The position accounts for 1.73% of the portfolio, ranked #14.

Montis Financial first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Montis Financial held 124,128 shares of iShares Core S&P Mid-Cap ETF worth $8.38M as of Q1 2026.
  • Montis Financial sold 827 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $57.4K.
  • iShares Core S&P Mid-Cap ETF made up 1.73% of Montis Financial's portfolio in Q1 2026, its #14 holding.
  • Montis Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.