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

Sovereign Financial Group’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 		$818K Sell
12,111
-1,765
-13% -$122K 0.14% 135
2025
Q4 		$916K Sell
13,876
-48
-0.3% -$3.14K 0.16% 119
2025
Q3 		$909K Buy
13,924
+56
+0.4% +$3.6K 0.17% 116
2025
Q2 		$860K Buy
13,868
+1,109
+9% +$65.1K 0.18% 108
2025
Q1 		$744K Sell
12,759
-1,165
-8% -$72.3K 0.17% 112
2024
Q4 		$868K Sell
13,924
-315
-2% -$20.2K 0.2% 99
2024
Q3 		$887K Sell
14,239
-1,409
-9% -$85K 0.21% 96
2024
Q2 		$916K Sell
15,648
-2,305
-13% -$135K 0.23% 87
2024
Q1 		$1.09M Buy
17,953
+323
+2% +$18.3K 0.29% 70
2023
Q4 		$977K Sell
17,630
-6,825
-28% -$346K 0.3% 72
2023
Q3 		$1.22M Buy
24,455
+2,605
+12% +$137K 0.43% 46
2023
Q2 		$1.14M Sell
21,850
-1,120
-5% -$55.7K 0.37% 63
2023
Q1 		$1.15M Sell
22,970
-3,540
-13% -$180K 0.43% 60
2022
Q4 		$1.28M Sell
26,510
-5,370
-17% -$259K 0.51% 55
2022
Q3 		$1.4M Sell
31,880
-2,830
-8% -$137K 0.57% 44
2022
Q2 		$1.57M Sell
34,710
-170
-0.5% -$8.39K 0.62% 42
2022
Q1 		$1.87M Sell
34,880
-10,905
-24% -$581K 0.69% 38
2021
Q4 		$2.59M Buy
45,785
+14,375
+46% +$800K 1.04% 20
2021
Q3 		$1.65M Sell
31,410
-4,150
-12% -$223K 0.95% 22
2021
Q2 		$1.85M Hold
35,560
– – 1.12% 19
2021
Q1 		$1.85M Sell
35,560
-25
-0.1% -$1.25K 1.16% 18
2020
Q4 		$1.64M Buy
+35,585
New +$1.5M 1.18% 19

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

Sovereign Financial Group's IJH Position: Q1 2026 in Review

Sovereign Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, selling an estimated $122K and leaving 12,111 shares worth $818K. The position accounts for 0.14% of the portfolio, ranked #135.

Sovereign Financial Group first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.59M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Sovereign Financial Group held 12,111 shares of iShares Core S&P Mid-Cap ETF worth $818K as of Q1 2026.
  • Sovereign Financial Group sold 1,765 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $122K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Sovereign Financial Group's portfolio in Q1 2026, its #135 holding.
  • Sovereign Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $2.59M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.