SAI
IJH icon

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

Savvy Advisors Inc’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 		$10.7M Buy
158,781
+6,389
+4% +$443K 0.29% 65
2025
Q4 		$10.1M Buy
152,392
+86,020
+130% +$5.63M 0.32% 59
2025
Q3 		$4.33M Buy
66,372
+18,150
+38% +$1.17M 0.2% 83
2025
Q2 		$2.99M Buy
48,222
+19,086
+66% +$1.12M 0.2% 76
2025
Q1 		$1.7M Buy
29,136
+11,241
+63% +$698K 0.17% 95
2024
Q4 		$1.12M Buy
17,895
+2,229
+14% +$143K 0.13% 127
2024
Q3 		$976K Sell
15,666
-5,371
-26% -$324K 0.2% 105
2024
Q2 		$1.23M Buy
21,037
+8,972
+74% +$527K 0.4% 57
2024
Q1 		$733K Buy
12,065
+8,225
+214% +$466K 0.42% 59
2023
Q4 		$213K Buy
+3,840
New +$195K 0.21% 144

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

Savvy Advisors Inc's IJH Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q1 2026, buying an estimated $443K and bringing the position to 158,781 shares worth $10.7M. The position accounts for 0.29% of the portfolio, ranked #65.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 158,781 shares of iShares Core S&P Mid-Cap ETF worth $10.7M as of Q1 2026.
  • Savvy Advisors Inc bought 6,389 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $443K.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of Savvy Advisors Inc's portfolio in Q1 2026, its #65 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.