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

PSI 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	$871K	Sell	12,895 -65	-0.5%	-$4.51K	0.21%	66
2025 Q4	$855K	Sell	12,960 -425	-3%	-$27.8K	0.21%	64
2025 Q3	$874K	Sell	13,385 -575	-4%	-$37K	0.23%	56
2025 Q2	$866K	Sell	13,960 -2,625	-16%	-$154K	0.43%	36
2025 Q1	$968K	Sell	16,585 -7,209	-30%	-$448K	0.31%	42
2024 Q4	$1.48M	Sell	23,794 -2,899	-11%	-$186K	0.44%	37
2024 Q3	$1.66M	Sell	26,693 -5,561	-17%	-$335K	0.49%	40
2024 Q2	$1.89M	Sell	32,254 -2,922	-8%	-$172K	0.6%	36
2024 Q1	$2.14M	Sell	35,176 -3,164	-8%	-$179K	0.77%	31
2023 Q4	$2.13M	Sell	38,340 -670	-2%	-$34K	0.79%	28
2023 Q3	$1.95M	Sell	39,010 -1,855	-5%	-$97.2K	0.84%	25
2023 Q2	$2.14M	Sell	40,865 -280	-0.7%	-$13.9K	0.94%	23
2023 Q1	$2.06M	Buy	41,145 +345	+0.8%	+$17.6K	0.99%	23
2022 Q4	$1.97M	Sell	40,800 -17,160	-30%	-$829K	1.05%	21
2022 Q3	$2.54M	Sell	57,960 -6,365	-10%	-$308K	1.34%	17
2022 Q2	$2.91M	Sell	64,325 -5	-0%	-$247	1.43%	16
2022 Q1	$3.45M	Sell	64,330 -965	-1%	-$51.4K	1.42%	16
2021 Q4	$3.7M	Buy	65,295 +950	+1%	+$52.9K	1.5%	14
2021 Q3	$3.38M	Buy	64,345 +1,350	+2%	+$72.6K	1.56%	13
2021 Q2	$3.38M	Sell	62,995 -910	-1%	-$49.1K	1.78%	12
2021 Q1	$3.33M	Sell	63,905 -13,875	-18%	-$693K	1.96%	12
2020 Q4	$3.58M	Sell	77,780 -14,625	-16%	-$616K	2.47%	10
2020 Q3	$3.42M	Sell	92,405 -6,770	-7%	-$253K	2.61%	8
2020 Q2	$3.53M	Sell	99,175 -18,865	-16%	-$626K	2.84%	7
2020 Q1	$3.38M	Sell	118,040 -20,845	-15%	-$775K	3.11%	7
2019 Q4	$5.72M	Buy	+138,885	New	+$5.5M	3.68%	4

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

PSI Advisors's IJH Position: Q1 2026 in Review

PSI Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.5% in Q1 2026, selling an estimated $4.51K and leaving 12,895 shares worth $871K. The position accounts for 0.21% of the portfolio, ranked #66.

PSI Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.72M in Q4 2019. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

PSI Advisors held 12,895 shares of iShares Core S&P Mid-Cap ETF worth $871K as of Q1 2026.
PSI Advisors sold 65 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.51K.
iShares Core S&P Mid-Cap ETF made up 0.21% of PSI Advisors's portfolio in Q1 2026, its #66 holding.
PSI Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
PSI Advisors's iShares Core S&P Mid-Cap ETF position peaked at $5.72M in Q4 2019.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.