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

Navalign 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	–	Sell	-1,471	Closed	-$97.1K	–	290
2025 Q4	$97.1K	Buy	+1,471	New	+$96.4K	0.02%	156
2023 Q1	–	Sell	-4,270	Closed	-$207K	–	118
2022 Q4	$207K	Sell	4,270 -845	-17%	-$40.8K	0.09%	122
2022 Q3	$224K	Sell	5,115 -2,245	-31%	-$109K	0.1%	115
2022 Q2	$333K	Sell	7,360 -265	-3%	-$13.1K	0.15%	98
2022 Q1	$384K	Sell	7,625 -1,415	-16%	-$75.3K	0.16%	98
2021 Q4	$512K	Sell	9,040 -1,020	-10%	-$56.8K	0.2%	94
2021 Q3	$529K	Sell	10,060 -1,055	-9%	-$56.8K	0.22%	91
2021 Q2	$597K	Sell	11,115 -1,790	-14%	-$96.6K	0.25%	83
2021 Q1	$672K	Buy	+12,905	New	+$644K	0.3%	76

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 $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Navalign LLC's IJH Position: Q1 2026 in Review

Navalign LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 1,471 shares — an estimated $97.1K sold.

Navalign LLC first reported a position in IJH in Q1 2021 and held it in 9 quarters. The position peaked at $672K in Q1 2021. 2,653 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Navalign LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 1,471 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $97.1K.
Navalign LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 9 quarters.
Navalign LLC's iShares Core S&P Mid-Cap ETF position peaked at $672K in Q1 2021.
2,653 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.