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

Resurgent 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	$321K	Buy	4,759 +75	+2%	+$5.2K	0.12%	195
2025 Q4	$309K	Sell	4,684 -78	-2%	-$5.11K	0.16%	169
2025 Q3	$311K	Buy	4,762 +7	+0.1%	+$450	0.15%	167
2025 Q2	$295K	Sell	4,755 -398	-8%	-$23.4K	0.16%	146
2025 Q1	$301K	Buy	5,153 +111	+2%	+$6.89K	0.18%	138
2024 Q4	$314K	Buy	5,042 +55	+1%	+$3.53K	0.18%	135
2024 Q3	$311K	Buy	4,987 +17	+0.3%	+$1.02K	0.18%	139
2024 Q2	$291K	Sell	4,970 -449	-8%	-$26.4K	0.18%	141
2024 Q1	$329K	Buy	5,419 +599	+12%	+$33.9K	0.18%	145
2023 Q4	$267K	Sell	4,820 -1,485	-24%	-$75.3K	0.16%	139
2023 Q3	$315K	Buy	6,305 +1,585	+34%	+$83.1K	0.21%	107
2023 Q2	$247K	Buy	4,720 +135	+3%	+$6.71K	0.16%	119
2023 Q1	$229K	Sell	4,585 -4,380	-49%	-$223K	0.15%	132
2022 Q4	$434K	Sell	8,965 -355	-4%	-$17.2K	0.23%	101
2022 Q3	$409K	Buy	9,320 +130	+1%	+$6.29K	0.27%	104
2022 Q2	$416K	Buy	9,190 +2,280	+33%	+$113K	0.27%	106
2022 Q1	$370K	Buy	6,910 +1,190	+21%	+$63.4K	0.23%	108
2021 Q4	$324K	Buy	+5,720	New	+$318K	0.26%	89

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

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

Resurgent Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q1 2026, buying an estimated $5.2K and bringing the position to 4,759 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #195.

Resurgent Financial Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $434K in Q4 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Resurgent Financial Advisors held 4,759 shares of iShares Core S&P Mid-Cap ETF worth $321K as of Q1 2026.
Resurgent Financial Advisors bought 75 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.2K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q1 2026, its #195 holding.
Resurgent Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Resurgent Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $434K in Q4 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.