Montz Harcus Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Montz Harcus Wealth Management’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	$461K	Buy	6,829 +12	+0.2%	+$832	0.19%	52
2025 Q4	$450K	Buy	6,817 +27	+0.4%	+$1.77K	0.18%	48
2025 Q3	$443K	Buy	6,790 +17	+0.3%	+$1.09K	0.19%	47
2025 Q2	$420K	Buy	6,773 +682	+11%	+$40K	0.2%	44
2025 Q1	$355K	Buy	6,091 +15	+0.2%	+$932	0.19%	47
2024 Q4	$379K	Buy	6,076 +22	+0.4%	+$1.41K	0.21%	46
2024 Q3	$377K	Buy	6,054 +21	+0.3%	+$1.27K	0.22%	45
2024 Q2	$353K	Buy	6,033 +1,470	+32%	+$86.4K	0.23%	42
2024 Q1	$277K	Buy	4,563 +8	+0.2%	+$453	0.19%	49
2023 Q4	$252K	Buy	4,555 +35	+0.8%	+$1.77K	0.19%	45
2023 Q3	$225K	Hold	4,520	–	–	0.19%	47
2023 Q2	$236K	Buy	4,520 +10	+0.2%	+$497	0.2%	48
2023 Q1	$226K	Buy	4,510 +15	+0.3%	+$764	0.21%	48
2022 Q4	$217K	Buy	+4,495	New	+$217K	0.22%	49
2022 Q1	–	Sell	-3,740	Closed	-$212K	–	54
2021 Q4	$212K	Buy	+3,740	New	+$208K	0.19%	53

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

Montz Harcus Wealth Management's IJH Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q1 2026, buying an estimated $832 and bringing the position to 6,829 shares worth $461K. The position accounts for 0.19% of the portfolio, ranked #52.

Montz Harcus Wealth Management first reported a position in IJH in Q4 2021 and has held it in 15 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Montz Harcus Wealth Management held 6,829 shares of iShares Core S&P Mid-Cap ETF worth $461K as of Q1 2026.
Montz Harcus Wealth Management bought 12 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $832.
iShares Core S&P Mid-Cap ETF made up 0.19% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #52 holding.
Montz Harcus Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.