NWF Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$518K Sell
7,673
-594
-7% -$41.2K 0.06% 207
2025
Q4
$546K Buy
8,267
+420
+5% +$27.5K 0.06% 197
2025
Q3
$512K Buy
7,847
+1,894
+32% +$122K 0.06% 214
2025
Q2
$369K Sell
5,953
-193
-3% -$11.3K 0.04% 253
2025
Q1
$359K Sell
6,146
-2,230
-27% -$138K 0.05% 220
2024
Q4
$522K Buy
8,376
+4,855
+138% +$311K 0.08% 128
2024
Q3
$219K Buy
3,521
+16
+0.5% +$965 0.03% 287
2024
Q2
$205K Hold
3,505
0.03% 275
2024
Q1
$213K Sell
3,505
-465
-12% -$26.3K 0.04% 271
2023
Q4
$220K Sell
3,970
-2,135
-35% -$108K 0.04% 245
2023
Q3
$305K Sell
6,105
-95
-2% -$4.98K 0.07% 183
2023
Q2
$324K Hold
6,200
0.08% 177
2023
Q1
$324K Buy
+6,200
New +$316K 0.08% 176

Other funds holding IJH

NWF Advisory Services's IJH Position: Q1 2026 in Review

NWF Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.2% in Q1 2026, selling an estimated $41.2K and leaving 7,673 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #207.

NWF Advisory Services first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $546K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • NWF Advisory Services held 7,673 shares of iShares Core S&P Mid-Cap ETF worth $518K as of Q1 2026.
  • NWF Advisory Services sold 594 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $41.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #207 holding.
  • NWF Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $546K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.