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

Resonant Capital 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 		$52.4M Buy
775,959
+4,182
+0.5% +$290K 2.75% 7
2025
Q4 		$50.9M Buy
771,777
+29,405
+4% +$1.93M 2.8% 7
2025
Q3 		$48.4M Buy
742,372
+46,214
+7% +$2.97M 2.82% 7
2025
Q2 		$43.2M Buy
696,158
+7,149
+1% +$420K 2.76% 8
2025
Q1 		$40.2M Buy
689,009
+23,543
+4% +$1.46M 2.8% 9
2024
Q4 		$41.5M Buy
665,466
+7,905
+1% +$507K 3.03% 9
2024
Q3 		$41M Buy
657,561
+27,318
+4% +$1.65M 3.01% 9
2024
Q2 		$36.9M Buy
630,243
+46,140
+8% +$2.71M 2.99% 8
2024
Q1 		$35.5M Buy
584,103
+23,158
+4% +$1.31M 3.03% 6
2023
Q4 		$31.1M Buy
560,945
+29,995
+6% +$1.52M 3% 8
2023
Q3 		$26.6M Buy
530,950
+11,120
+2% +$583K 2.84% 9
2023
Q2 		$27.2M Sell
519,830
-46,655
-8% -$2.32M 2.95% 7
2023
Q1 		$28.3M Buy
566,485
+22,440
+4% +$1.14M 3.22% 6
2022
Q4 		$26.3M Buy
544,045
+15,775
+3% +$762K 3.28% 6
2022
Q3 		$23.2M Buy
528,270
+19,280
+4% +$932K 3.52% 5
2022
Q2 		$23M Sell
508,990
-43,915
-8% -$2.17M 3.6% 4
2022
Q1 		$29.9M Sell
552,905
-25,285
-4% -$1.35M 4.43% 4
2021
Q4 		$32.7M Buy
578,190
+24,090
+4% +$1.34M 4.92% 3
2021
Q3 		$29.2M Buy
554,100
+16,590
+3% +$893K 5.07% 3
2021
Q2 		$28.9M Buy
537,510
+29,825
+6% +$1.61M 5.59% 4
2021
Q1 		$26.4M Buy
507,685
+21,945
+5% +$1.1M 5.44% 3
2020
Q4 		$22.3M Buy
485,740
+30,515
+7% +$1.29M 5.29% 5
2020
Q3 		$16.9M Buy
455,225
+32,640
+8% +$1.22M 4.81% 5
2020
Q2 		$15M Buy
422,585
+183,045
+76% +$6.08M 4.36% 5
2020
Q1 		$6.89M Buy
239,540
+42,065
+21% +$1.56M 2.51% 7
2019
Q4 		$8.13M Buy
+197,475
New +$7.83M 2.56% 6

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resonant Capital Advisors's IJH Position: Q1 2026 in Review

Resonant Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.54% in Q1 2026, buying an estimated $290K and bringing the position to 775,959 shares worth $52.4M. The position accounts for 2.75% of the portfolio, ranked #7.

Resonant Capital 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.

  • Resonant Capital Advisors held 775,959 shares of iShares Core S&P Mid-Cap ETF worth $52.4M as of Q1 2026.
  • Resonant Capital Advisors bought 4,182 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $290K.
  • iShares Core S&P Mid-Cap ETF made up 2.75% of Resonant Capital Advisors's portfolio in Q1 2026, its #7 holding.
  • Resonant Capital 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 Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.