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

Schneider Downs Wealth Management 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	$1.62M	Buy	24,030 +123	+0.5%	+$8.53K	0.18%	54
2025 Q4	$1.58M	Buy	23,907 +1,470	+7%	+$96.3K	0.18%	54
2025 Q3	$1.46M	Sell	22,437 -88	-0.4%	-$5.66K	0.17%	54
2025 Q2	$1.4M	Sell	22,525 -3,654	-14%	-$214K	0.21%	54
2025 Q1	$1.53M	Buy	26,179 +1,512	+6%	+$93.9K	0.28%	45
2024 Q4	$1.54M	Buy	24,667 +11,214	+83%	+$719K	0.29%	48
2024 Q3	$838K	Sell	13,453 -4,526	-25%	-$273K	0.17%	58
2024 Q2	$1.05M	Sell	17,979 -194	-1%	-$11.4K	0.23%	51
2024 Q1	$1.1M	Buy	18,173 +38	+0.2%	+$2.15K	0.25%	50
2023 Q4	$1.01M	Sell	18,135 -2,625	-13%	-$133K	0.26%	47
2023 Q3	$1.04M	Buy	20,760 +270	+1%	+$14.1K	0.24%	41
2023 Q2	$1.07M	Sell	20,490 -3,055	-13%	-$152K	0.24%	43
2023 Q1	$1.18M	Sell	23,545 -110	-0.5%	-$5.6K	0.24%	42
2022 Q4	$1.14M	Buy	23,655 +6,040	+34%	+$292K	0.25%	42
2022 Q3	$772K	Buy	17,615 +1,425	+9%	+$68.9K	0.23%	41
2022 Q2	$733K	Buy	16,190 +1,765	+12%	+$87.1K	0.2%	51
2022 Q1	$774K	Buy	14,425 +245	+2%	+$13K	0.2%	52
2021 Q4	$803K	Buy	14,180 +235	+2%	+$13.1K	0.19%	58
2021 Q3	$734K	Sell	13,945 -210	-1%	-$11.3K	0.19%	62
2021 Q2	$761K	Buy	14,155 +200	+1%	+$10.8K	0.2%	52
2021 Q1	$726K	Buy	13,955 +6,240	+81%	+$312K	0.18%	49
2020 Q4	$355K	Hold	7,715	–	–	0.1%	57
2020 Q3	$286K	Buy	7,715 +300	+4%	+$11.2K	0.1%	72
2020 Q2	$264K	Sell	7,415 -315	-4%	-$10.5K	0.09%	72
2020 Q1	$222K	Sell	7,730 -70	-0.9%	-$2.6K	0.08%	82
2019 Q4	$321K	Sell	7,800 -55	-0.7%	-$2.18K	0.1%	47
2019 Q3	$304K	Sell	7,855 -8,690	-53%	-$334K	0.09%	47
2019 Q2	$643K	Buy	16,545 +5,435	+49%	+$208K	0.22%	34
2019 Q1	$421K	Buy	11,110 +60	+0.5%	+$2.22K	0.16%	36
2018 Q4	$367K	Hold	11,050	–	–	0.16%	37
2018 Q3	$445K	Buy	11,050 +855	+8%	+$34.4K	0.28%	32
2018 Q2	$397K	Buy	+10,195	New	+$394K	0.26%	29

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

Schneider Downs Wealth Management Advisors's IJH Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.51% in Q1 2026, buying an estimated $8.53K and bringing the position to 24,030 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #54.

Schneider Downs Wealth Management Advisors first reported a position in IJH in Q2 2018 and has held it in 32 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Schneider Downs Wealth Management Advisors held 24,030 shares of iShares Core S&P Mid-Cap ETF worth $1.62M as of Q1 2026.
Schneider Downs Wealth Management Advisors bought 123 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.53K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #54 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.