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

Moss Adams 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	–	Sell	-4,668	Closed	-$308K	–	284
2025 Q4	$308K	Sell	4,668 -836	-15%	-$54.8K	0.02%	191
2025 Q3	$359K	Sell	5,504 -861	-14%	-$55.3K	0.03%	168
2025 Q2	$395K	Sell	6,365 -58	-0.9%	-$3.4K	0.04%	154
2025 Q1	$375K	Buy	6,423 +1,828	+40%	+$114K	0.04%	143
2024 Q4	$286K	Hold	4,595	–	–	0.03%	152
2024 Q3	$286K	Buy	+4,595	New	+$277K	0.03%	151
2023 Q4	–	Sell	-455	Closed	-$22.8K	–	144
2023 Q3	$22.8K	Hold	455	–	–	0.01%	131
2023 Q2	$23.8K	Sell	455 -210	-32%	-$10.4K	0.01%	118
2023 Q1	$33.3K	Buy	665 +210	+46%	+$10.7K	0.01%	119
2022 Q4	$22K	Buy	+455	New	+$22K	0.01%	138

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

Moss Adams Wealth Advisors's IJH Position: Q1 2026 in Review

Moss Adams Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 4,668 shares — an estimated $308K sold.

Moss Adams Wealth Advisors first reported a position in IJH in Q4 2022 and held it in 10 quarters. The position peaked at $395K in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Moss Adams Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Moss Adams Wealth Advisors sold 4,668 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $308K.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 10 quarters.
Moss Adams Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $395K in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.