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

Soltis 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 		$20.4M Buy
301,861
+3,728
+1% +$259K 1.29% 11
2025
Q4 		$19.7M Sell
298,133
-4,386
-1% -$287K 1.3% 11
2025
Q3 		$19.7M Buy
302,519
+3,376
+1% +$217K 1.36% 14
2025
Q2 		$18.6M Buy
299,143
+2,196
+0.7% +$129K 1.46% 11
2025
Q1 		$17.3M Sell
296,947
-15,300
-5% -$950K 1.55% 11
2024
Q4 		$19.5M Sell
312,247
-5,943
-2% -$381K 1.8% 8
2024
Q3 		$19.8M Buy
318,190
+6,078
+2% +$367K 1.94% 8
2024
Q2 		$18.3M Sell
312,112
-2,073
-0.7% -$122K 1.93% 9
2024
Q1 		$19.1M Buy
314,185
+350
+0.1% +$19.8K 2.14% 8
2023
Q4 		$17.4M Buy
313,835
+2,860
+0.9% +$145K 1.96% 9
2023
Q3 		$15.5M Sell
310,975
-2,270
-0.7% -$119K 2% 9
2023
Q2 		$16.4M Buy
313,245
+640
+0.2% +$31.8K 1.9% 11
2023
Q1 		$15.6M Sell
312,605
-315,150
-50% -$16.1M 1.99% 11
2022
Q4 		$30.4M Sell
627,755
-226,305
-26% -$10.9M 4% 3
2022
Q3 		$37.5M Sell
854,060
-605
-0.1% -$29.2K 5.64% 2
2022
Q2 		$38.7M Sell
854,665
-239,440
-22% -$11.8M 5.62% 2
2022
Q1 		$58.7M Buy
1,094,105
+29,155
+3% +$1.55M 8.16% 1
2021
Q4 		$60.3M Buy
1,064,950
+11,600
+1% +$646K 8.5% 2
2021
Q3 		$55.4M Sell
1,053,350
-21,530
-2% -$1.16M 8.58% 2
2021
Q2 		$57.8M Buy
1,074,880
+64,265
+6% +$3.47M 9.16% 1
2021
Q1 		$52.6M Buy
1,010,615
+353,595
+54% +$17.7M 9.59% 1
2020
Q4 		$30.2M Buy
657,020
+386,570
+143% +$16.3M 5.6% 4
2020
Q3 		$10M Buy
270,450
+16,830
+7% +$629K 2.35% 8
2020
Q2 		$9.02M Sell
253,620
-695
-0.3% -$23.1K 2.34% 6
2020
Q1 		$7.32M Sell
254,315
-272,400
-52% -$10.1M 2.27% 7
2019
Q4 		$21.7M Buy
+526,715
New +$20.9M 4.17% 5

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

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

Soltis Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $259K and bringing the position to 301,861 shares worth $20.4M. The position accounts for 1.29% of the portfolio, ranked #11.

Soltis Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $60.3M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Soltis Investment Advisors held 301,861 shares of iShares Core S&P Mid-Cap ETF worth $20.4M as of Q1 2026.
  • Soltis Investment Advisors bought 3,728 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $259K.
  • iShares Core S&P Mid-Cap ETF made up 1.29% of Soltis Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Soltis Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $60.3M in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.