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

Muirfield 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	$5.51M	Sell	81,554 -545	-0.7%	-$37.8K	4.05%	8
2025 Q4	$5.42M	Sell	82,099 -3,769	-4%	-$247K	3.98%	8
2025 Q3	$5.6M	Buy	85,868 +1,016	+1%	+$65.3K	4.16%	8
2025 Q2	$5.26M	Buy	84,852 +1,211	+1%	+$71.1K	4.19%	8
2025 Q1	$4.88M	Sell	83,641 -312	-0.4%	-$19.4K	4.14%	7
2024 Q4	$5.23M	Sell	83,953 -1,143	-1%	-$73.3K	4.31%	8
2024 Q3	$5.3M	Buy	85,096 +874	+1%	+$52.7K	4.51%	7
2024 Q2	$4.93M	Sell	84,222 -1,350	-2%	-$79.3K	4.63%	7
2024 Q1	$5.2M	Sell	85,572 -693	-0.8%	-$39.2K	5.01%	6
2023 Q4	$4.78M	Buy	+86,265	New	+$4.38M	5.07%	6

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

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

Muirfield Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.66% in Q1 2026, selling an estimated $37.8K and leaving 81,554 shares worth $5.51M. The position accounts for 4.05% of the portfolio, ranked #8.

Muirfield Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.6M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Muirfield Wealth Advisors held 81,554 shares of iShares Core S&P Mid-Cap ETF worth $5.51M as of Q1 2026.
Muirfield Wealth Advisors sold 545 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $37.8K.
iShares Core S&P Mid-Cap ETF made up 4.05% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Muirfield Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $5.6M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.