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

Richardson Financial Services’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	$621K	Hold	9,203	–	–	0.39%	63
2025 Q4	$607K	Buy	9,203 +140	+2%	+$9.17K	0.2%	67
2025 Q3	$591K	Hold	9,063	–	–	0.37%	72
2025 Q2	$569K	Hold	9,063	–	–	0.38%	77
2025 Q1	$529K	Hold	9,063	–	–	0.4%	72
2024 Q4	$563K	Sell	9,063 -982	-10%	-$63K	0.4%	66
2024 Q3	$588K	Hold	10,045	–	–	0.37%	69
2024 Q2	$588K	Sell	10,045 -32	-0.3%	-$1.88K	0.42%	65
2024 Q1	$612K	Buy	10,077 +107	+1%	+$6.06K	0.43%	66
2023 Q4	$553K	Buy	+9,970	New	+$506K	0.48%	61

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

Richardson Financial Services's IJH Position: Q1 2026 in Review

Richardson Financial Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 9,203 shares worth $621K. The position accounts for 0.39% of the portfolio, ranked #63.

Richardson Financial Services first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Richardson Financial Services held 9,203 shares of iShares Core S&P Mid-Cap ETF worth $621K as of Q1 2026.
Richardson Financial Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.39% of Richardson Financial Services's portfolio in Q1 2026, its #63 holding.
Richardson Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.