Univest Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Univest Financial’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	$2.74M	Sell	40,648 -472	-1%	-$32.7K	0.15%	102
2025 Q4	$2.71M	Sell	41,120 -499	-1%	-$32.7K	0.14%	109
2025 Q3	$2.72M	Sell	41,619 -4,772	-10%	-$307K	0.15%	104
2025 Q2	$2.88M	Sell	46,391 -405	-0.9%	-$23.8K	0.17%	96
2025 Q1	$2.73M	Sell	46,796 -7,471	-14%	-$464K	0.18%	95
2024 Q4	$3.38M	Sell	54,267 -4,408	-8%	-$283K	0.21%	84
2024 Q3	$3.66M	Buy	58,675 +8,151	+16%	+$492K	0.24%	75
2024 Q2	$2.96M	Sell	50,524 -724	-1%	-$42.5K	0.82%	42
2024 Q1	$3.11M	Sell	51,248 -532	-1%	-$30.1K	0.88%	43
2023 Q4	$2.87M	Buy	51,780 +170	+0.3%	+$8.62K	0.85%	42
2023 Q3	$2.57M	Sell	51,610 -175	-0.3%	-$9.17K	0.86%	43
2023 Q2	$2.71M	Sell	51,785 -1,300	-2%	-$64.6K	0.82%	44
2023 Q1	$2.66M	Sell	53,085 -1,340	-2%	-$68.3K	0.83%	45
2022 Q4	$2.63M	Sell	54,425 -5,525	-9%	-$267K	0.83%	47
2022 Q3	$2.63M	Sell	59,950 -1,180	-2%	-$57K	0.86%	41
2022 Q2	$2.77M	Sell	61,130 -2,175	-3%	-$107K	0.9%	44
2022 Q1	$3.4M	Buy	63,305 +1,380	+2%	+$73.5K	0.96%	44
2021 Q4	$3.51M	Sell	61,925 -260	-0.4%	-$14.5K	0.89%	42
2021 Q3	$3.27M	Buy	62,185 +95	+0.2%	+$5.11K	0.91%	41
2021 Q2	$3.34M	Sell	62,090 -1,775	-3%	-$95.8K	0.92%	42
2021 Q1	$3.33M	Sell	63,865 -80	-0.1%	-$4K	0.94%	42
2020 Q4	$2.94M	Sell	63,945 -14,180	-18%	-$597K	0.85%	43
2020 Q3	$2.9M	Sell	78,125 -185	-0.2%	-$6.92K	0.92%	44
2020 Q2	$2.79M	Buy	78,310 +10,350	+15%	+$344K	0.92%	44
2020 Q1	$1.96M	Buy	+67,960	New	+$2.53M	0.78%	46
2019 Q4	–	Sell	-68,165	Closed	-$2.63M	–	114
2019 Q3	$2.63M	Buy	68,165 +105	+0.2%	+$4.04K	0.84%	44
2019 Q2	$2.64M	Buy	68,060 +915	+1%	+$35.1K	0.84%	45
2019 Q1	$2.54M	Sell	67,145 -1,385	-2%	-$51.1K	0.83%	46
2018 Q4	$2.28M	Sell	68,530 -985	-1%	-$35.9K	0.84%	39
2018 Q3	$2.8M	Buy	+69,515	New	+$2.79M	0.85%	49

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

Univest Financial's IJH Position: Q1 2026 in Review

Univest Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, selling an estimated $32.7K and leaving 40,648 shares worth $2.74M. The position accounts for 0.15% of the portfolio, ranked #102.

Univest Financial first reported a position in IJH in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.66M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Univest Financial held 40,648 shares of iShares Core S&P Mid-Cap ETF worth $2.74M as of Q1 2026.
Univest Financial sold 472 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $32.7K.
iShares Core S&P Mid-Cap ETF made up 0.15% of Univest Financial's portfolio in Q1 2026, its #102 holding.
Univest Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
Univest Financial's iShares Core S&P Mid-Cap ETF position peaked at $3.66M 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 Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.