Trask Adam Roland’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Trask Adam Roland’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	$66.2K	Buy	+980	New	+$68K	0.06%	94

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trask Adam Roland's IJH Position: Q1 2026 in Review

Trask Adam Roland opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 980 shares worth $66.2K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Trask Adam Roland held 980 shares of iShares Core S&P Mid-Cap ETF worth $66.2K as of Q1 2026.
iShares Core S&P Mid-Cap ETF was a new Trask Adam Roland position in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Trask Adam Roland's portfolio in Q1 2026, its #94 holding.
2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.