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

Strategies Wealth 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	$442K	Sell	6,540 -317	-5%	-$22K	0.04%	111
2025 Q4	$453K	Sell	6,857 -480	-7%	-$31.4K	0.05%	108
2025 Q3	$479K	Sell	7,337 -3,361	-31%	-$216K	0.05%	111
2025 Q2	$664K	Sell	10,698 -20	-0.2%	-$1.17K	0.07%	80
2025 Q1	$625K	Sell	10,718 -317	-3%	-$19.7K	0.08%	75
2024 Q4	$708K	Sell	11,035 -1,512	-12%	-$97K	0.09%	65
2024 Q3	$782K	Sell	12,547 -957	-7%	-$57.7K	0.1%	50
2024 Q2	$790K	Sell	13,504 -1,575	-10%	-$92.5K	0.12%	47
2024 Q1	$916K	Buy	15,079 +394	+3%	+$22.3K	0.14%	40
2023 Q4	$814K	Buy	14,685 +290	+2%	+$14.7K	0.14%	45
2023 Q3	$718K	Sell	14,395 -990	-6%	-$51.9K	0.14%	43
2023 Q2	$804K	Buy	15,385 +2,255	+17%	+$112K	0.16%	45
2023 Q1	$657K	Buy	13,130 +330	+3%	+$16.8K	0.14%	48
2022 Q4	$619K	Buy	+12,800	New	+$618K	0.15%	47
2022 Q2	$402K	Sell	8,885 -5	-0.1%	-$247	0.12%	64
2022 Q1	$477K	Sell	8,890 -230	-3%	-$12.2K	0.13%	55
2021 Q4	$516K	Buy	+9,120	New	+$508K	0.14%	52

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

Strategies Wealth Advisors's IJH Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q1 2026, selling an estimated $22K and leaving 6,540 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #111.

Strategies Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $916K in Q1 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Strategies Wealth Advisors held 6,540 shares of iShares Core S&P Mid-Cap ETF worth $442K as of Q1 2026.
Strategies Wealth Advisors sold 317 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Strategies Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $916K in Q1 2024.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.