Summit Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Summit Investment Advisory Services’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	$2.81M	Sell	41,581 -30	-0.1%	-$2.08K	1.04%	14
2025 Q4	$2.75M	Sell	41,611 -86	-0.2%	-$5.63K	1.04%	14
2025 Q3	$2.72M	Sell	41,697 -394	-0.9%	-$25.3K	1.08%	14
2025 Q2	$2.61M	Buy	42,091 +344	+0.8%	+$20.2K	1.14%	14
2025 Q1	$2.44M	Sell	41,747 -1,288	-3%	-$80K	1.19%	13
2024 Q4	$2.68M	Sell	43,035 -382	-0.9%	-$24.5K	1.38%	12
2024 Q3	$2.71M	Buy	+43,417	New	+$2.62M	1.44%	12
2024 Q2	–	Sell	-50,246	Closed	-$3.05M	–	63
2024 Q1	$3.05M	Sell	50,246 -129	-0.3%	-$7.3K	1.81%	11
2023 Q4	$2.79M	Buy	50,375 +2,135	+4%	+$108K	1.76%	11
2023 Q3	$2.41M	Buy	48,240 +920	+2%	+$48.2K	1.78%	11
2023 Q2	$2.47M	Buy	47,320 +955	+2%	+$47.5K	1.64%	11
2023 Q1	$2.32M	Sell	46,365 -1,760	-4%	-$89.7K	1.65%	11
2022 Q4	$2.33M	Buy	+48,125	New	+$2.33M	2.82%	8

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

Summit Investment Advisory Services's IJH Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.07% in Q1 2026, selling an estimated $2.08K and leaving 41,581 shares worth $2.81M. The position accounts for 1.04% of the portfolio, ranked #14.

Summit Investment Advisory Services first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.05M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Summit Investment Advisory Services held 41,581 shares of iShares Core S&P Mid-Cap ETF worth $2.81M as of Q1 2026.
Summit Investment Advisory Services sold 30 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.08K.
iShares Core S&P Mid-Cap ETF made up 1.04% of Summit Investment Advisory Services's portfolio in Q1 2026, its #14 holding.
Summit Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $3.05M 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 Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.