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

SGL 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 		$1.31M Buy
17,776
+2,312
+15% +$160K 0.49% 47
2025
Q4 		$1.08M Buy
15,464
+2,371
+18% +$155K 0.43% 50
2025
Q3 		$850K Buy
13,093
+2,682
+26% +$172K 0.35% 55
2025
Q2 		$660K Buy
10,411
+704
+7% +$41.3K 0.31% 65
2025
Q1 		$572K Buy
9,707
+1,866
+24% +$116K 0.3% 64
2024
Q4 		$497K Sell
7,841
-24
-0.3% -$1.54K 0.25% 72
2024
Q3 		$510K Buy
+7,865
New +$474K 0.26% 71

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

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

SGL Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, buying an estimated $160K and bringing the position to 17,776 shares worth $1.31M. The position accounts for 0.49% of the portfolio, ranked #47.

SGL Investment Advisors first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • SGL Investment Advisors held 17,776 shares of iShares Core S&P Mid-Cap ETF worth $1.31M as of Q1 2026.
  • SGL Investment Advisors bought 2,312 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $160K.
  • iShares Core S&P Mid-Cap ETF made up 0.49% of SGL Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • SGL Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.