Powell Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Powell Investment Advisors’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	$807K	Buy	11,956 +24	+0.2%	+$1.67K	0.28%	53
2025 Q4	$788K	Buy	11,932 +50	+0.4%	+$3.27K	0.27%	54
2025 Q3	$775K	Sell	11,882 -7	-0.1%	-$450	0.27%	55
2025 Q2	$737K	Buy	11,889 +1,917	+19%	+$113K	0.28%	55
2025 Q1	$582K	Buy	9,972 +1,953	+24%	+$121K	0.29%	53
2024 Q4	$500K	Buy	8,019 +29	+0.4%	+$1.86K	0.23%	67
2024 Q3	$498K	Buy	7,990 +645	+9%	+$38.9K	0.23%	63
2024 Q2	$430K	Buy	7,345 +17	+0.2%	+$999	0.22%	68
2024 Q1	$445K	Sell	7,328 -1,402	-16%	-$79.4K	0.24%	69
2023 Q4	$484K	Buy	8,730 +1,470	+20%	+$74.6K	0.27%	59
2023 Q3	$364K	Hold	7,260	–	–	0.22%	71
2023 Q2	$380K	Sell	7,260 -1,980	-21%	-$98.4K	0.22%	72
2023 Q1	$462K	Buy	9,240 +2,020	+28%	+$103K	0.26%	66
2022 Q4	$349K	Buy	7,220 +1,260	+21%	+$60.9K	0.2%	80
2022 Q3	$261K	Sell	5,960 -1,200	-17%	-$58K	0.17%	92
2022 Q2	$324K	Buy	7,160 +2,070	+41%	+$102K	0.2%	74
2022 Q1	$273K	Buy	5,090 +10	+0.2%	+$532	0.16%	76
2021 Q4	$288K	Buy	5,080 +25	+0.5%	+$1.39K	0.16%	79
2021 Q3	$266K	Hold	5,055	–	–	0.16%	81
2021 Q2	$272K	Sell	5,055 -60	-1%	-$3.24K	0.17%	84
2021 Q1	$266K	Buy	5,115 +945	+23%	+$47.2K	0.17%	78
2020 Q4	$192K	Hold	4,170	–	–	0.15%	88
2020 Q3	$155K	Hold	4,170	–	–	0.13%	91
2020 Q2	$148K	Hold	4,170	–	–	0.14%	94
2020 Q1	$120K	Sell	4,170 -415	-9%	-$15.4K	0.15%	95
2019 Q4	$189K	Buy	+4,585	New	+$182K	0.2%	99

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

Powell Investment Advisors's IJH Position: Q1 2026 in Review

Powell Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q1 2026, buying an estimated $1.67K and bringing the position to 11,956 shares worth $807K. The position accounts for 0.28% of the portfolio, ranked #53.

Powell Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Powell Investment Advisors held 11,956 shares of iShares Core S&P Mid-Cap ETF worth $807K as of Q1 2026.
Powell Investment Advisors bought 24 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.67K.
iShares Core S&P Mid-Cap ETF made up 0.28% of Powell Investment Advisors's portfolio in Q1 2026, its #53 holding.
Powell Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.