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

Strategic 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	$249K	Sell	3,687 -248	-6%	-$17.2K	0.04%	170
2025 Q4	$260K	Hold	3,935	–	–	0.04%	163
2025 Q3	$257K	Hold	3,935	–	–	0.04%	168
2025 Q2	$244K	Sell	3,935 -70	-2%	-$4.11K	0.05%	152
2025 Q1	$234K	Sell	4,005 -240	-6%	-$14.9K	0.05%	172
2024 Q4	$265K	Sell	4,245 -1,565	-27%	-$100K	0.05%	173
2024 Q3	$362K	Sell	5,810 -5,200	-47%	-$314K	0.07%	162
2024 Q2	$644K	Sell	11,010 -5,533	-33%	-$325K	0.13%	122
2024 Q1	$1M	Sell	16,543 -397	-2%	-$22.5K	0.2%	100
2023 Q4	$939K	Sell	16,940 -1,375	-8%	-$69.7K	0.18%	104
2023 Q3	$913K	Sell	18,315 -130	-0.7%	-$6.81K	0.18%	105
2023 Q2	$965K	Sell	18,445 -65	-0.4%	-$3.23K	0.18%	98
2023 Q1	$926K	Buy	+18,510	New	+$943K	0.19%	103

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

Strategic Advisors's IJH Position: Q1 2026 in Review

Strategic Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q1 2026, selling an estimated $17.2K and leaving 3,687 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #170.

Strategic Advisors first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Strategic Advisors held 3,687 shares of iShares Core S&P Mid-Cap ETF worth $249K as of Q1 2026.
Strategic Advisors sold 248 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $17.2K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Strategic Advisors's portfolio in Q1 2026, its #170 holding.
Strategic Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.