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

Stratos 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	$3.91M	Buy	57,885 +2,665	+5%	+$185K	0.24%	95
2025 Q4	$3.64M	Sell	55,220 -69,670	-56%	-$4.56M	0.18%	128
2025 Q3	$8.15M	Sell	124,890 -2,722	-2%	-$175K	0.39%	68
2025 Q2	$7.91M	Sell	127,612 -2,919	-2%	-$171K	0.42%	66
2025 Q1	$7.62M	Buy	130,531 +3,067	+2%	+$190K	0.42%	61
2024 Q4	$7.94M	Sell	127,464 -11,205	-8%	-$719K	0.38%	65
2024 Q3	$8.64M	Buy	138,669 +11,385	+9%	+$687K	0.4%	61
2024 Q2	$7.45M	Sell	127,284 -1,276	-1%	-$75K	0.37%	68
2024 Q1	$7.81M	Buy	128,560 +9,605	+8%	+$544K	0.46%	52
2023 Q4	$6.59M	Buy	118,955 +4,500	+4%	+$228K	0.38%	62
2023 Q3	$5.71M	Buy	114,455 +18,515	+19%	+$970K	0.38%	70
2023 Q2	$5.02M	Buy	95,940 +10,545	+12%	+$524K	0.36%	73
2023 Q1	$4.27M	Buy	85,395 +1,485	+2%	+$75.7K	0.33%	90
2022 Q4	$4.06M	Sell	83,910 -1,140	-1%	-$55.1K	0.34%	84
2022 Q3	$3.73M	Buy	85,050 +9,150	+12%	+$442K	0.39%	65
2022 Q2	$3.43M	Buy	75,900 +13,185	+21%	+$651K	0.31%	90
2022 Q1	$3.37M	Buy	62,715 +5,080	+9%	+$270K	0.27%	99
2021 Q4	$3.26M	Buy	57,635 +11,135	+24%	+$620K	0.23%	123
2021 Q3	$2.45M	Sell	46,500 -1,910	-4%	-$103K	0.21%	133
2021 Q2	$2.6M	Buy	48,410 +9,090	+23%	+$491K	0.23%	119
2021 Q1	$2.05M	Buy	39,320 +6,470	+20%	+$323K	0.22%	120
2020 Q4	$1.51M	Buy	32,850 +7,130	+28%	+$300K	0.21%	121
2020 Q3	$953K	Sell	25,720 -10,685	-29%	-$399K	0.23%	106
2020 Q2	$1.29M	Buy	36,405 +10,785	+42%	+$358K	0.4%	67
2020 Q1	$737K	Sell	25,620 -10,585	-29%	-$394K	0.52%	55
2019 Q4	$1.49M	Buy	36,205 +8,705	+32%	+$345K	0.85%	27
2019 Q3	$1.06M	Sell	27,500 -1,970	-7%	-$75.7K	0.41%	63
2019 Q2	$1.15M	Sell	29,470 -19,085	-39%	-$731K	0.46%	55
2019 Q1	$1.84M	Buy	48,555 +4,260	+10%	+$157K	0.99%	17
2018 Q4	$1.47M	Buy	+44,295	New	+$1.62M	0.98%	23

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 Wealth Advisors's IJH Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q1 2026, buying an estimated $185K and bringing the position to 57,885 shares worth $3.91M. The position accounts for 0.24% of the portfolio, ranked #95.

Stratos Wealth Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.64M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Stratos Wealth Advisors held 57,885 shares of iShares Core S&P Mid-Cap ETF worth $3.91M as of Q1 2026.
Stratos Wealth Advisors bought 2,665 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $185K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Stratos Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Stratos Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.64M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.