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

Rollins Financial 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	$414K	Buy	6,124 +205	+3%	+$14.2K	0.07%	115
2025 Q4	$391K	Sell	5,919 -450	-7%	-$29.5K	0.06%	111
2025 Q3	$416K	Sell	6,369 -397	-6%	-$25.5K	0.06%	100
2025 Q2	$420K	Sell	6,766 -1,250	-16%	-$73.4K	0.07%	87
2025 Q1	$468K	Sell	8,016 -756	-9%	-$46.9K	0.08%	84
2024 Q4	$547K	Buy	8,772 +1,445	+20%	+$92.7K	0.09%	79
2024 Q3	$457K	Buy	7,327 +2	+0%	+$121	0.08%	83
2024 Q2	$429K	Sell	7,325 -4,728	-39%	-$278K	0.07%	81
2024 Q1	$732K	Buy	12,053 +63	+0.5%	+$3.57K	0.14%	64
2023 Q4	$664K	Buy	+11,990	New	+$608K	0.14%	59

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

Rollins Financial Advisors's IJH Position: Q1 2026 in Review

Rollins Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, buying an estimated $14.2K and bringing the position to 6,124 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #115.

Rollins Financial Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $732K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Rollins Financial Advisors held 6,124 shares of iShares Core S&P Mid-Cap ETF worth $414K as of Q1 2026.
Rollins Financial Advisors bought 205 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $14.2K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Rollins Financial Advisors's portfolio in Q1 2026, its #115 holding.
Rollins Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $732K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.