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

SRH 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	$163K	Hold	2,410	–	–	0.05%	74
2025 Q4	$159K	Hold	2,410	–	–	0.05%	80
2025 Q3	$157K	Hold	2,410	–	–	0.05%	75
2025 Q2	$149K	Hold	2,410	–	–	0.05%	73
2025 Q1	$141K	Hold	2,410	–	–	0.04%	72
2024 Q4	$150K	Hold	2,410	–	–	0.04%	69
2024 Q3	$150K	Hold	2,410	–	–	0.05%	73
2024 Q2	$141K	Hold	2,410	–	–	0.05%	73
2024 Q1	$146K	Hold	2,410	–	–	0.05%	73
2023 Q4	$134K	Sell	2,410 -500	-17%	-$25.4K	0.05%	75
2023 Q3	$145K	Hold	2,910	–	–	0.07%	68
2023 Q2	$146K	Hold	2,910	–	–	0.08%	68
2023 Q1	$146K	Hold	2,910	–	–	0.08%	68
2022 Q4	$141K	Buy	2,910 +500	+21%	+$24.2K	0.08%	70
2022 Q3	$106K	Hold	2,410	–	–	0.14%	80
2022 Q2	$109K	Hold	2,410	–	–	0.13%	78
2022 Q1	$129K	Hold	2,410	–	–	0.14%	77
2021 Q4	$136K	Hold	2,410	–	–	0.15%	79
2021 Q3	$127K	Hold	2,410	–	–	0.15%	79
2021 Q2	$130K	Hold	2,410	–	–	0.16%	74
2021 Q1	$125K	Hold	2,410	–	–	0.18%	65
2020 Q4	$111K	Hold	2,410	–	–	0.18%	64
2020 Q3	$89K	Buy	+2,410	New	+$90.1K	0.17%	66
2018 Q4	–	Sell	-165	Closed	-$7K	–	272
2018 Q3	$7K	Hold	165	–	–	0.02%	191
2018 Q2	$6K	Hold	165	–	–	0.02%	181
2018 Q1	$6K	Hold	165	–	–	0.02%	161
2017 Q4	$6K	Hold	165	–	–	0.02%	153
2017 Q3	$6K	Buy	+165	New	+$5.75K	0.03%	156

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

SRH Advisors's IJH Position: Q1 2026 in Review

SRH Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,410 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #74.

SRH Advisors first reported a position in IJH in Q3 2017 and has held it in 28 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

SRH Advisors held 2,410 shares of iShares Core S&P Mid-Cap ETF worth $163K as of Q1 2026.
SRH Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of SRH Advisors's portfolio in Q1 2026, its #74 holding.
SRH Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 28 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.