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

Strategic Financial Partners’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	$543K	Hold	8,046	–	–	0.23%	50
2025 Q4	$531K	Sell	8,046 -69	-0.9%	-$4.52K	0.23%	51
2025 Q3	$530K	Hold	8,115	–	–	0.24%	48
2025 Q2	$503K	Hold	8,115	–	–	0.23%	50
2025 Q1	$474K	Hold	8,115	–	–	0.25%	48
2024 Q4	$506K	Hold	8,115	–	–	0.26%	48
2024 Q3	$506K	Sell	8,115 -115	-1%	-$6.93K	0.26%	47
2024 Q2	$482K	Hold	8,230	–	–	0.27%	47
2024 Q1	$500K	Hold	8,230	–	–	0.28%	49
2023 Q4	$456K	Sell	8,230 -145	-2%	-$7.35K	0.26%	47
2023 Q3	$418K	Hold	8,375	–	–	0.25%	48
2023 Q2	$438K	Sell	8,375 -305	-4%	-$15.2K	0.25%	49
2023 Q1	$434K	Sell	8,680 -55	-0.6%	-$2.8K	0.27%	46
2022 Q4	$423K	Hold	8,735	–	–	0.26%	44
2022 Q3	$383K	Hold	8,735	–	–	0.24%	41
2022 Q2	$395K	Sell	8,735 -95	-1%	-$4.69K	0.23%	46
2022 Q1	$474K	Hold	8,830	–	–	0.24%	47
2021 Q4	$500K	Hold	8,830	–	–	0.25%	47
2021 Q3	$465K	Hold	8,830	–	–	0.25%	47
2021 Q2	$475K	Hold	8,830	–	–	0.26%	44
2021 Q1	$460K	Hold	8,830	–	–	0.27%	44
2020 Q4	$406K	Hold	8,830	–	–	0.27%	46
2020 Q3	$327K	Sell	8,830 -1,090	-11%	-$40.8K	0.26%	48
2020 Q2	$353K	Sell	9,920 -9,750	-50%	-$324K	0.29%	45
2020 Q1	$566K	Sell	19,670 -4,695	-19%	-$175K	0.6%	28
2019 Q4	$1M	Buy	+24,365	New	+$966K	0.82%	24

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 Financial Partners's IJH Position: Q1 2026 in Review

Strategic Financial Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 8,046 shares worth $543K. The position accounts for 0.23% of the portfolio, ranked #50.

Strategic Financial Partners first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1M in Q4 2019. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Strategic Financial Partners held 8,046 shares of iShares Core S&P Mid-Cap ETF worth $543K as of Q1 2026.
Strategic Financial Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.23% of Strategic Financial Partners's portfolio in Q1 2026, its #50 holding.
Strategic Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Strategic Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $1M in Q4 2019.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.