Red Lighthouse Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Red Lighthouse Investment Management’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	$283K	Hold	4,190	–	–	0.1%	70
2025 Q4	$277K	Hold	4,190	–	–	0.1%	48
2025 Q3	$273K	Hold	4,190	–	–	0.1%	64
2025 Q2	$260K	Hold	4,190	–	–	0.1%	63
2025 Q1	$255K	Hold	4,190	–	–	0.1%	61
2024 Q4	$261K	Hold	4,190	–	–	0.1%	62
2024 Q3	$261K	Hold	4,190	–	–	0.1%	64
2024 Q2	$245K	Hold	4,190	–	–	0.1%	63
2024 Q1	$255K	Hold	4,190	–	–	0.1%	63
2023 Q4	$232K	Hold	4,190	–	–	0.1%	63
2023 Q3	$209K	Hold	4,190	–	–	0.1%	64
2023 Q2	$219K	Sell	4,190 -80	-2%	-$3.98K	0.1%	61
2023 Q1	$214K	Hold	4,270	–	–	0.1%	60
2022 Q4	$207K	Buy	+4,270	New	+$206K	0.1%	65

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

Red Lighthouse Investment Management's IJH Position: Q1 2026 in Review

Red Lighthouse Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,190 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #70.

Red Lighthouse Investment Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Red Lighthouse Investment Management held 4,190 shares of iShares Core S&P Mid-Cap ETF worth $283K as of Q1 2026.
Red Lighthouse Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #70 holding.
Red Lighthouse Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.