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

Pure Financial 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	$36.5M	Buy	540,245 +20,587	+4%	+$1.43M	0.52%	35
2025 Q4	$34.3M	Buy	519,658 +16,462	+3%	+$1.08M	0.51%	36
2025 Q3	$32.8M	Buy	503,196 +7,017	+1%	+$451K	0.52%	35
2025 Q2	$30.8M	Buy	496,179 +407,737	+461%	+$23.9M	0.54%	34
2025 Q1	$5.16M	Sell	88,442 -5,231	-6%	-$325K	0.11%	80
2024 Q4	$5.84M	Sell	93,673 -1,189	-1%	-$76.3K	0.13%	69
2024 Q3	$5.91M	Buy	94,862 +85	+0.1%	+$5.13K	0.14%	68
2024 Q2	$5.55M	Sell	94,777 -1,210	-1%	-$71.1K	0.15%	66
2024 Q1	$5.83M	Sell	95,987 -5,703	-6%	-$323K	0.18%	65
2023 Q4	$5.64M	Sell	101,690 -1,690	-2%	-$85.7K	0.19%	63
2023 Q3	$5.16M	Sell	103,380 -6,700	-6%	-$351K	0.21%	59
2023 Q2	$5.76M	Buy	110,080 +3,870	+4%	+$192K	0.24%	55
2023 Q1	$5.31M	Buy	106,210 +1,590	+2%	+$81K	0.25%	56
2022 Q4	$5.06M	Buy	104,620 +600	+0.6%	+$29K	0.26%	56
2022 Q3	$4.56M	Buy	104,020 +1,385	+1%	+$67K	0.27%	56
2022 Q2	$4.64M	Buy	102,635 +4,650	+5%	+$230K	0.29%	57
2022 Q1	$5.26M	Buy	97,985 +120	+0.1%	+$6.39K	0.24%	56
2021 Q4	$5.54M	Sell	97,865 -2,530	-3%	-$141K	0.27%	48
2021 Q3	$5.28M	Sell	100,395 -140	-0.1%	-$7.53K	0.41%	43
2021 Q2	$5.4M	Sell	100,535 -4,355	-4%	-$235K	0.44%	40
2021 Q1	$5.46M	Sell	104,890 -16,925	-14%	-$845K	0.54%	38
2020 Q4	$5.6M	Sell	121,815 -24,685	-17%	-$1.04M	0.67%	36
2020 Q3	$5.43M	Sell	146,500 -6,085	-4%	-$227K	0.79%	33
2020 Q2	$5.43M	Sell	152,585 -44,430	-23%	-$1.48M	0.85%	30
2020 Q1	$5.67M	Buy	197,015 +125,575	+176%	+$4.67M	0.95%	25
2019 Q4	$2.94M	Buy	71,440 +2,665	+4%	+$106K	0.5%	42
2019 Q3	$2.66M	Sell	68,775 -1,460	-2%	-$56.1K	0.48%	43
2019 Q2	$2.73M	Buy	70,235 +3,265	+5%	+$125K	0.49%	44
2019 Q1	$2.54M	Sell	66,970 -2,025	-3%	-$74.8K	0.48%	46
2018 Q4	$2.29M	Buy	68,995 +54,270	+369%	+$1.98M	0.46%	46
2018 Q3	$593K	Buy	+14,725	New	+$592K	0.13%	78
2017 Q4	–	Sell	-13,865	Closed	-$496K	–	42
2017 Q3	$496K	Sell	13,865 -3,690	-21%	-$129K	0.13%	71
2017 Q2	$611K	Sell	17,555 -1,530	-8%	-$52.8K	0.16%	61
2017 Q1	$654K	Buy	19,085 +1,235	+7%	+$42K	0.19%	55
2016 Q4	$590K	Sell	17,850 -195	-1%	-$6.18K	0.18%	56
2016 Q3	$558K	Buy	18,045 +570	+3%	+$17.6K	0.18%	56
2016 Q2	$522K	Sell	17,475 -70	-0.4%	-$2.05K	0.18%	51
2016 Q1	$508K	Buy	17,545 +10,110	+136%	+$270K	0.18%	51
2015 Q4	$207K	Buy	+7,435	New	+$212K	0.09%	66

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

Pure Financial Advisors's IJH Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2026, buying an estimated $1.43M and bringing the position to 540,245 shares worth $36.5M. The position accounts for 0.52% of the portfolio, ranked #35.

Pure Financial Advisors first reported a position in IJH in Q4 2015 and has held it in 39 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pure Financial Advisors held 540,245 shares of iShares Core S&P Mid-Cap ETF worth $36.5M as of Q1 2026.
Pure Financial Advisors bought 20,587 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.43M.
iShares Core S&P Mid-Cap ETF made up 0.52% of Pure Financial Advisors's portfolio in Q1 2026, its #35 holding.
Pure Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 39 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.