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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
Q2 		$929K Buy
12,044
+88
+0.7% +$6.46K 0.29% 48
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
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 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Powell Investment Advisors's IJH Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.74% in Q2 2026, buying an estimated $6.46K and bringing the position to 12,044 shares worth $929K. The position accounts for 0.29% of the portfolio, ranked #48.

Powell Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Powell Investment Advisors held 12,044 shares of iShares Core S&P Mid-Cap ETF worth $929K as of Q2 2026.
  • Powell Investment Advisors bought 88 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.46K.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of Powell Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Powell Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.