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Novak & Powell Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Novak & Powell Financial Services’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 		$2.94M Buy
43,520
+1,352
+3% +$93.8K 1.58% 14
2025
Q4 		$2.78M Buy
42,168
+145
+0.3% +$9.5K 1.45% 17
2025
Q3 		$2.74M Buy
42,023
+12,656
+43% +$813K 1.44% 17
2025
Q2 		$1.82M Sell
29,367
-11,321
-28% -$665K 1.26% 17
2025
Q1 		$2.37M Sell
40,688
-2,474
-6% -$154K 1.48% 17
2024
Q4 		$2.69M Buy
43,162
+95
+0.2% +$6.09K 1.6% 17
2024
Q3 		$2.68M Buy
43,067
+708
+2% +$42.7K 1.56% 15
2024
Q2 		$2.48M Buy
42,359
+12,178
+40% +$715K 1.54% 15
2024
Q1 		$1.83M Sell
30,181
-12,339
-29% -$699K 1.37% 16
2023
Q4 		$2.35M Buy
+42,520
New +$2.16M 1.57% 14

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Novak & Powell Financial Services's IJH Position: Q1 2026 in Review

Novak & Powell Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q1 2026, buying an estimated $93.8K and bringing the position to 43,520 shares worth $2.94M. The position accounts for 1.58% of the portfolio, ranked #14.

Novak & Powell Financial Services first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Novak & Powell Financial Services held 43,520 shares of iShares Core S&P Mid-Cap ETF worth $2.94M as of Q1 2026.
  • Novak & Powell Financial Services bought 1,352 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $93.8K.
  • iShares Core S&P Mid-Cap ETF made up 1.58% of Novak & Powell Financial Services's portfolio in Q1 2026, its #14 holding.
  • Novak & Powell Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.