Sittner & Nelson’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sittner & Nelson’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	$203K	Hold	3,004	–	–	0.07%	165
2025 Q4	$215K	Sell	3,004 -17	-0.6%	-$1.11K	0.08%	158
2025 Q3	$197K	Hold	3,021	–	–	0.07%	148
2025 Q2	$187K	Hold	3,021	–	–	0.08%	151
2025 Q1	$176K	Buy	3,021 +941	+45%	+$58.4K	0.08%	150
2024 Q4	$130K	Hold	2,080	–	–	0.06%	154
2024 Q3	$130K	Hold	2,080	–	–	0.06%	155
2024 Q2	$122K	Hold	2,080	–	–	0.06%	146
2024 Q1	$126K	Hold	2,080	–	–	0.06%	145
2023 Q4	$115K	Hold	2,080	–	–	0.06%	146
2023 Q3	$104K	Hold	2,080	–	–	0.06%	147
2023 Q2	$109K	Buy	2,080 +315	+18%	+$15.7K	0.06%	150
2023 Q1	$88.3K	Hold	1,765	–	–	0.05%	169
2022 Q4	$85.4K	Hold	1,765	–	–	0.05%	179
2022 Q3	$77K	Hold	1,765	–	–	0.05%	174
2022 Q2	$80K	Hold	1,765	–	–	0.05%	172
2022 Q1	$95K	Buy	1,765 +415	+31%	+$22.1K	0.06%	152
2021 Q4	$76K	Hold	1,350	–	–	0.04%	168
2021 Q3	$71K	Hold	1,350	–	–	0.05%	159
2021 Q2	$73K	Hold	1,350	–	–	0.05%	147
2021 Q1	$70K	Hold	1,350	–	–	0.05%	148
2020 Q4	$62K	Buy	+1,350	New	+$56.9K	0.06%	145

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

Sittner & Nelson's IJH Position: Q1 2026 in Review

Sittner & Nelson held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,004 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #165.

Sittner & Nelson first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $215K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sittner & Nelson held 3,004 shares of iShares Core S&P Mid-Cap ETF worth $203K as of Q1 2026.
Sittner & Nelson left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of Sittner & Nelson's portfolio in Q1 2026, its #165 holding.
Sittner & Nelson first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's iShares Core S&P Mid-Cap ETF position peaked at $215K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.