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United Advisor Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

United Advisor Group’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 		$1.02M Buy
15,066
+5,251
+53% +$364K 0.13% 187
2025
Q4 		$648K Sell
9,815
-674
-6% -$44.2K 0.08% 242
2025
Q3 		$685K Buy
10,489
+715
+7% +$45.9K 0.09% 219
2025
Q2 		$606K Buy
9,774
+4
+0% +$235 0.1% 194
2025
Q1 		$570K Sell
9,770
-137
-1% -$8.51K 0.12% 169
2024
Q4 		$617K Sell
9,907
-474
-5% -$30.4K 0.12% 172
2024
Q3 		$647K Buy
10,381
+4,442
+75% +$268K 0.15% 148
2024
Q2 		$348K Buy
5,939
+2,529
+74% +$149K 0.11% 181
2024
Q1 		$207K Buy
+3,410
New +$193K 0.08% 205

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Advisor Group's IJH Position: Q1 2026 in Review

United Advisor Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 53% in Q1 2026, buying an estimated $364K and bringing the position to 15,066 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #187.

United Advisor Group first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • United Advisor Group held 15,066 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q1 2026.
  • United Advisor Group bought 5,251 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $364K.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of United Advisor Group's portfolio in Q1 2026, its #187 holding.
  • United Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.