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

Richwood Investment 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 		$9.15M Buy
135,546
+1,298
+1% +$90K 7.05% 3
2025
Q4 		$9.63M Buy
134,248
+2,376
+2% +$156K 6.91% 3
2025
Q3 		$8.61M Sell
131,872
-356
-0.3% -$22.9K 6.74% 2
2025
Q2 		$8.2M Sell
132,228
-707
-0.5% -$41.5K 6.73% 2
2025
Q1 		$7.76M Buy
132,935
+4,592
+4% +$285K 6.59% 2
2024
Q4 		$8M Buy
128,343
+2,327
+2% +$149K 6.67% 3
2024
Q3 		$7.85M Sell
126,016
-2,882
-2% -$174K 6.49% 3
2024
Q2 		$7.54M Buy
128,898
+492
+0.4% +$28.9K 6.61% 2
2024
Q1 		$7.8M Sell
128,406
-2,299
-2% -$130K 6.92% 2
2023
Q4 		$7.25M Sell
130,705
-750
-0.6% -$38K 6.8% 3
2023
Q3 		$6.56M Sell
131,455
-670
-0.5% -$35.1K 6.69% 3
2023
Q2 		$6.91M Sell
132,125
-7,145
-5% -$355K 6.75% 3
2023
Q1 		$6.97M Buy
139,270
+940
+0.7% +$47.9K 6.95% 3
2022
Q4 		$6.69M Sell
138,330
-1,445
-1% -$69.8K 6.73% 3
2022
Q3 		$6.13M Sell
139,775
-330
-0.2% -$16K 6.73% 3
2022
Q2 		$6.34M Buy
140,105
+1,390
+1% +$68.6K 6.39% 3
2022
Q1 		$7.45M Buy
138,715
+7,705
+6% +$410K 6.65% 3
2021
Q4 		$7.42M Buy
+131,010
New +$7.29M 6.49% 3

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

Richwood Investment Advisors's IJH Position: Q1 2026 in Review

Richwood Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.97% in Q1 2026, buying an estimated $90K and bringing the position to 135,546 shares worth $9.15M. The position accounts for 7.05% of the portfolio, ranked #3.

Richwood Investment Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.63M in Q4 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Richwood Investment Advisors held 135,546 shares of iShares Core S&P Mid-Cap ETF worth $9.15M as of Q1 2026.
  • Richwood Investment Advisors bought 1,298 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $90K.
  • iShares Core S&P Mid-Cap ETF made up 7.05% of Richwood Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Richwood Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Richwood Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $9.63M in Q4 2025.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.