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

Souders Financial 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	$5.66M	Sell	83,811 -1,866	-2%	-$129K	0.65%	39
2025 Q4	$5.65M	Buy	85,677 +163	+0.2%	+$10.7K	0.65%	38
2025 Q3	$5.58M	Buy	85,514 +3,840	+5%	+$247K	0.66%	36
2025 Q2	$5.07M	Buy	81,674 +3,667	+5%	+$215K	0.64%	35
2025 Q1	$4.55M	Buy	+78,007	New	+$4.84M	0.64%	36

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

Souders Financial Advisors's IJH Position: Q1 2026 in Review

Souders Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q1 2026, selling an estimated $129K and leaving 83,811 shares worth $5.66M. The position accounts for 0.65% of the portfolio, ranked #39.

Souders Financial Advisors first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Souders Financial Advisors held 83,811 shares of iShares Core S&P Mid-Cap ETF worth $5.66M as of Q1 2026.
Souders Financial Advisors sold 1,866 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $129K.
iShares Core S&P Mid-Cap ETF made up 0.65% of Souders Financial Advisors's portfolio in Q1 2026, its #39 holding.
Souders Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.