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

Morling Financial 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	$136K	Hold	2,011	–	–	0.04%	81
2025 Q4	$133K	Hold	2,011	–	–	0.04%	78
2025 Q3	$131K	Hold	2,011	–	–	0.04%	76
2025 Q2	$125K	Hold	2,011	–	–	0.04%	75
2025 Q1	$117K	Hold	2,011	–	–	0.04%	87
2024 Q4	$125K	Sell	2,011 -125	-6%	-$8.02K	0.04%	79
2024 Q3	$133K	Hold	2,136	–	–	0.05%	72
2024 Q2	$125K	Buy	2,136 +125	+6%	+$7.34K	0.05%	67
2024 Q1	$122K	Sell	2,011 -74	-4%	-$4.19K	0.07%	72
2023 Q4	$116K	Buy	2,085 +70	+3%	+$3.55K	0.09%	62
2023 Q3	$100K	Sell	2,015 -5	-0.2%	-$262	0.1%	56
2023 Q2	$106K	Buy	2,020 +10	+0.5%	+$497	0.1%	57
2023 Q1	$101K	Buy	2,010 +5	+0.2%	+$255	0.11%	59
2022 Q4	$97K	Hold	2,005	–	–	0.12%	59
2022 Q3	$88K	Buy	2,005 +15	+0.8%	+$725	0.12%	53
2022 Q2	$90K	Sell	1,990 -15	-0.7%	-$740	0.12%	56
2022 Q1	$107K	Buy	2,005 +10	+0.5%	+$532	0.14%	60
2021 Q4	$113K	Buy	+1,995	New	+$111K	0.11%	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

Morling Financial Advisors's IJH Position: Q1 2026 in Review

Morling Financial Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,011 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #81.

Morling Financial Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Morling Financial Advisors held 2,011 shares of iShares Core S&P Mid-Cap ETF worth $136K as of Q1 2026.
Morling Financial 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 0.04% of Morling Financial Advisors's portfolio in Q1 2026, its #81 holding.
Morling Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.