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NFP Retirement Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NFP Retirement Inc’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
Q2 		$27.5M Sell
363,630
-53,950
-13% -$3.96M 1.51% 15
2026
Q1 		$28.2M Buy
417,580
+58,041
+16% +$4.03M 1.69% 13
2025
Q4 		$23.7M Buy
359,539
+12,286
+4% +$805K 1.44% 14
2025
Q3 		$22.7M Buy
347,253
+4,254
+1% +$273K 1.45% 15
2025
Q2 		$21.3M Sell
342,999
-22,072
-6% -$1.3M 1.41% 15
2025
Q1 		$21.3M Buy
365,071
+72,451
+25% +$4.5M 1.69% 12
2024
Q4 		$18.2M Buy
292,620
+3,236
+1% +$208K 1.44% 13
2024
Q3 		$18M Buy
289,384
+10,686
+4% +$644K 1.46% 12
2024
Q2 		$16.3M Sell
278,698
-6,059
-2% -$356K 1.37% 13
2024
Q1 		$17.3M Buy
284,757
+271,212
+2,002% +$15.4M 1.49% 13
2023
Q4 		$751K Buy
13,545
+45
+0.3% +$2.28K 0.13% 113
2023
Q3 		$673K Buy
13,500
+45
+0.3% +$2.36K 0.13% 119
2023
Q2 		$704K Sell
13,455
-30
-0.2% -$1.49K 0.13% 118
2023
Q1 		$675K Sell
13,485
-365
-3% -$18.6K 0.13% 127
2022
Q4 		$670K Buy
13,850
+5,985
+76% +$289K 0.15% 121
2022
Q3 		$345K Hold
7,865
– – 0.09% 166
2022
Q2 		$356K Buy
7,865
+1,375
+21% +$67.9K 0.09% 167
2022
Q1 		$348K Buy
+6,490
New +$346K 0.08% 162

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NFP Retirement Inc's IJH Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q2 2026, selling an estimated $3.96M and leaving 363,630 shares worth $27.5M. The position accounts for 1.51% of the portfolio, ranked #15.

NFP Retirement Inc first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.2M in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • NFP Retirement Inc held 363,630 shares of iShares Core S&P Mid-Cap ETF worth $27.5M as of Q2 2026.
  • NFP Retirement Inc sold 53,950 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.96M.
  • iShares Core S&P Mid-Cap ETF made up 1.51% of NFP Retirement Inc's portfolio in Q2 2026, its #15 holding.
  • NFP Retirement Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's iShares Core S&P Mid-Cap ETF position peaked at $28.2M in Q1 2026.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.