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

Roberts Wealth 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 		$343K Buy
+5,085
New +$353K 0.09% 93
2025
Q1 		– Sell
-3,675
Closed -$235K – 103
2024
Q4 		$235K Buy
+3,675
New +$236K 0.07% 94

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

Roberts Wealth Advisors's IJH Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 5,085 shares worth $343K. The stake represents 0.09% of the portfolio and ranks #93 among its holdings. This is a return to the name: Roberts Wealth Advisors previously reported a position in IJH as recently as Q4 2024.

Roberts Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 2 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Roberts Wealth Advisors held 5,085 shares of iShares Core S&P Mid-Cap ETF worth $343K as of Q1 2026.
  • iShares Core S&P Mid-Cap ETF was a new Roberts Wealth Advisors position in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Roberts Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Roberts Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.