My Personal CFO LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

My Personal CFO LLC’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	$483K	Hold	7,155	–	–	0.21%	60
2025 Q4	$472K	Buy	+7,155	New	+$469K	0.2%	63
2025 Q3	–	Sell	-7,140	Closed	-$443K	–	127
2025 Q2	$443K	Hold	7,140	–	–	0.2%	64
2025 Q1	$417K	Hold	7,140	–	–	0.21%	60
2024 Q4	$445K	Hold	7,140	–	–	0.23%	62
2024 Q3	$445K	Sell	7,140 -40	-0.6%	-$2.41K	0.24%	63
2024 Q2	$420K	Hold	7,180	–	–	0.22%	69
2024 Q1	$436K	Hold	7,180	–	–	0.25%	67
2023 Q4	$398K	Hold	7,180	–	–	0.26%	67
2023 Q3	$358K	Hold	7,180	–	–	0.29%	60
2023 Q2	$375K	Buy	7,180 +80	+1%	+$3.98K	0.29%	59
2023 Q1	$355K	Buy	7,100 +7,000	+7,000%	+$357K	0.3%	55
2022 Q4	$4.84K	Buy	+100	New	+$4.83K	﹤0.01%	369

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

My Personal CFO LLC's IJH Position: Q1 2026 in Review

My Personal CFO LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 7,155 shares worth $483K. The position accounts for 0.21% of the portfolio, ranked #60.

My Personal CFO LLC first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

My Personal CFO LLC held 7,155 shares of iShares Core S&P Mid-Cap ETF worth $483K as of Q1 2026.
My Personal CFO LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.21% of My Personal CFO LLC's portfolio in Q1 2026, its #60 holding.
My Personal CFO LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.