Stratos Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stratos Investment Management’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	$10.2M	Sell	150,405 -1,819	-1%	-$126K	0.41%	60
2025 Q4	$10M	Sell	152,224 -1,897	-1%	-$124K	0.4%	61
2025 Q3	$10.1M	Buy	154,121 +5,363	+4%	+$345K	0.42%	60
2025 Q2	$9.23M	Sell	148,758 -2,669	-2%	-$157K	0.42%	55
2025 Q1	$8.84M	Buy	151,427 +1,125	+0.7%	+$69.9K	0.47%	53
2024 Q4	$9.37M	Buy	150,302 +58	+0%	+$3.72K	0.56%	44
2024 Q3	$9.36M	Buy	150,244 +9,749	+7%	+$588K	0.65%	43
2024 Q2	$8.22M	Sell	140,495 -112,129	-44%	-$6.59M	0.68%	37
2024 Q1	$15.3M	Sell	252,624 -801	-0.3%	-$45.3K	1.5%	21
2023 Q4	$14M	Buy	253,425 +17,330	+7%	+$879K	1.66%	18
2023 Q3	$11.8M	Buy	236,095 +31,865	+16%	+$1.67M	1.76%	18
2023 Q2	$10.7M	Buy	204,230 +11,745	+6%	+$584K	1.64%	19
2023 Q1	$9.63M	Sell	192,485 -3,810	-2%	-$194K	1.62%	19
2022 Q4	$9.5M	Buy	196,295 +8,335	+4%	+$403K	1.7%	16
2022 Q3	$8.24M	Sell	187,960 -4,510	-2%	-$218K	1.67%	18
2022 Q2	$8.71M	Buy	192,470 +1,230	+0.6%	+$60.7K	1.65%	19
2022 Q1	$10.3M	Sell	191,240 -16,650	-8%	-$886K	1.7%	18
2021 Q4	$11.8M	Buy	207,890 +45,700	+28%	+$2.54M	1.85%	14
2021 Q3	$8.53M	Buy	162,190 +76,820	+90%	+$4.13M	1.48%	16
2021 Q2	$4.59M	Buy	85,370 +2,515	+3%	+$136K	1.26%	24
2021 Q1	$4.31M	Buy	82,855 +28,925	+54%	+$1.44M	1.36%	21
2020 Q4	$2.48M	Buy	53,930 +4,080	+8%	+$172K	0.78%	43
2020 Q3	$1.85M	Sell	49,850 -400	-0.8%	-$15K	0.67%	47
2020 Q2	$1.79M	Buy	50,250 +4,795	+11%	+$159K	0.76%	41
2020 Q1	$1.31M	Buy	45,455 +1,080	+2%	+$40.2K	0.7%	45
2019 Q4	$1.83M	Sell	44,375 -105	-0.2%	-$4.16K	0.85%	34
2019 Q3	$1.72M	Buy	44,480 +375	+0.9%	+$14.4K	0.97%	25
2019 Q2	$1.71M	Sell	44,105 -23,755	-35%	-$910K	1.08%	20
2019 Q1	$2.57M	Buy	+67,860	New	+$2.51M	2.03%	14

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

Stratos Investment Management's IJH Position: Q1 2026 in Review

Stratos Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q1 2026, selling an estimated $126K and leaving 150,405 shares worth $10.2M. The position accounts for 0.41% of the portfolio, ranked #60.

Stratos Investment Management first reported a position in IJH in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.3M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Stratos Investment Management held 150,405 shares of iShares Core S&P Mid-Cap ETF worth $10.2M as of Q1 2026.
Stratos Investment Management sold 1,819 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $126K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Stratos Investment Management's portfolio in Q1 2026, its #60 holding.
Stratos Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Stratos Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $15.3M 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 Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.