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

Richmond Investment 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	$381K	Sell	5,635 -4,156	-42%	-$288K	0.06%	181
2025 Q4	$646K	Sell	9,791 -1,110	-10%	-$72.7K	0.11%	117
2025 Q3	$711K	Buy	10,901 +685	+7%	+$44K	0.13%	106
2025 Q2	$634K	Buy	10,216 +5,127	+101%	+$301K	0.13%	107
2025 Q1	$297K	Buy	5,089 +6	+0.1%	+$373	0.16%	86
2024 Q4	$317K	Buy	+5,083	New	+$326K	0.18%	75

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

Richmond Investment Services's IJH Position: Q1 2026 in Review

Richmond Investment Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 42% in Q1 2026, selling an estimated $288K and leaving 5,635 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #181.

Richmond Investment Services first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $711K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Richmond Investment Services held 5,635 shares of iShares Core S&P Mid-Cap ETF worth $381K as of Q1 2026.
Richmond Investment Services sold 4,156 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $288K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Richmond Investment Services's portfolio in Q1 2026, its #181 holding.
Richmond Investment Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's iShares Core S&P Mid-Cap ETF position peaked at $711K 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 Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.