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

RFP Financial Group’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 		– Sell
-6,646
Closed -$439K – 75
2025
Q4 		$439K Sell
6,646
-125,505
-95% -$8.22M 0.21% 43
2025
Q3 		$8.25M Buy
132,151
+172
+0.1% +$11.1K 3.36% 9
2025
Q2 		$8.19M Buy
131,979
+922
+0.7% +$54.1K 3.38% 7
2025
Q1 		$7.65M Buy
131,057
+1,833
+1% +$114K 3.08% 7
2024
Q4 		$8.05M Buy
129,224
+4,322
+3% +$277K 3.13% 7
2024
Q3 		$7.78M Buy
124,902
+3,319
+3% +$200K 2.54% 12
2024
Q2 		$7.12M Buy
121,583
+4,991
+4% +$293K 2.63% 7
2024
Q1 		$7.08M Buy
116,592
+3,347
+3% +$189K 2.76% 8
2023
Q4 		$6.28M Sell
113,245
-2,095
-2% -$106K 2.57% 9
2023
Q3 		$5.75M Buy
115,340
+6,345
+6% +$333K 2.53% 10
2023
Q2 		$5.7M Buy
108,995
+5,805
+6% +$289K 2.33% 9
2023
Q1 		$5.16M Buy
103,190
+3,550
+4% +$181K 5.94% 5
2022
Q4 		$4.82M Buy
+99,640
New +$4.81M 2.16% 12

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

RFP Financial Group's IJH Position: Q1 2026 in Review

RFP Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 6,646 shares — an estimated $439K sold.

RFP Financial Group first reported a position in IJH in Q4 2022 and held it in 13 quarters. The position peaked at $8.25M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • RFP Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 6,646 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $439K.
  • RFP Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 13 quarters.
  • RFP Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $8.25M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.