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Richard W. Paul & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Richard W. Paul & Associates’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 		$3.22M Sell
47,708
-165
-0.3% -$11.4K 1.08% 23
2025
Q4 		$3.16M Sell
47,873
-87
-0.2% -$5.7K 1.05% 20
2025
Q3 		$3.13M Buy
47,960
+802
+2% +$51.5K 1.07% 21
2025
Q2 		$2.92M Buy
47,158
+1,760
+4% +$103K 1.06% 22
2025
Q1 		$2.65M Buy
45,398
+44,468
+4,782% +$2.76M 1.04% 20
2024
Q4 		$57.9K Sell
930
-3
-0.3% -$192 0.02% 207
2024
Q3 		$58.1K Buy
933
+3
+0.3% +$181 0.02% 208
2024
Q2 		$54.4K Sell
930
-6
-0.6% -$352 0.02% 208
2024
Q1 		$56.9K Sell
936
-14
-1% -$793 0.02% 211
2023
Q4 		$52.7K Sell
950
-30
-3% -$1.52K 0.02% 214
2023
Q3 		$48.9K Sell
980
-25
-2% -$1.31K 0.02% 203
2023
Q2 		$52.6K Sell
1,005
-65
-6% -$3.23K 0.02% 215
2023
Q1 		$53.5K Buy
1,070
+50
+5% +$2.55K 0.02% 215
2022
Q4 		$49.3K Buy
+1,020
New +$49.3K 0.02% 218

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

Richard W. Paul & Associates's IJH Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.34% in Q1 2026, selling an estimated $11.4K and leaving 47,708 shares worth $3.22M. The position accounts for 1.08% of the portfolio, ranked #23.

Richard W. Paul & Associates 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.

  • Richard W. Paul & Associates held 47,708 shares of iShares Core S&P Mid-Cap ETF worth $3.22M as of Q1 2026.
  • Richard W. Paul & Associates sold 165 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11.4K.
  • iShares Core S&P Mid-Cap ETF made up 1.08% of Richard W. Paul & Associates's portfolio in Q1 2026, its #23 holding.
  • Richard W. Paul & Associates 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 Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.