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

Wealth Advisory Solutions’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 		$28.1M Sell
416,032
-8,165
-2% -$566K 6.26% 2
2025
Q4 		$28M Sell
424,197
-494
-0.1% -$32.4K 6.53% 2
2025
Q3 		$27.7M Buy
424,691
+2,013
+0.5% +$129K 6.71% 2
2025
Q2 		$26.2M Buy
422,678
+4,778
+1% +$280K 6.64% 2
2025
Q1 		$24.4M Sell
417,900
-19,048
-4% -$1.18M 6.45% 2
2024
Q4 		$27.2M Sell
436,948
-2,010
-0.5% -$129K 7.63% 2
2024
Q3 		$27.4M Sell
438,958
-35,367
-7% -$2.13M 7.53% 2
2024
Q2 		$27.8M Sell
474,325
-525
-0.1% -$30.8K 7.52% 2
2024
Q1 		$28.8M Buy
474,850
+56,180
+13% +$3.18M 7.47% 2
2023
Q4 		$23.2M Sell
418,670
-453,090
-52% -$23M 8.1% 2
2023
Q3 		$45.8M Buy
871,760
+413,870
+90% +$21.7M 8.97% 2
2023
Q2 		$23.9M Sell
457,890
-4,140
-0.9% -$206K 6.37% 3
2023
Q1 		$23.1M Sell
462,030
-89,290
-16% -$4.55M 6.14% 3
2022
Q4 		$26.7M Sell
551,320
-14,170
-3% -$685K 7.16% 1
2022
Q3 		$24.8M Sell
565,490
-3,990
-0.7% -$193K 6.85% 1
2022
Q2 		$25.8M Sell
569,480
-70,110
-11% -$3.46M 6.34% 2
2022
Q1 		$34.3M Buy
+639,590
New +$34.1M 7.14% 2
2021
Q3 		$34.2M Buy
650,670
+85,950
+15% +$4.62M 7.61% 1
2021
Q2 		$30.4M Buy
564,720
+3,465
+0.6% +$187K 7.2% 1
2021
Q1 		$29K Sell
561,255
-44,110
-7% -$2.2M 0.02% 66
2020
Q4 		$27.8M Buy
605,365
+3,530
+0.6% +$149K 7.55% 1
2020
Q3 		$22.3M Sell
601,835
-41,530
-6% -$1.55M 5.92% 2
2020
Q2 		$22.9M Buy
643,365
+22,660
+4% +$753K 6.37% 1
2020
Q1 		$17.9M Buy
620,705
+38,815
+7% +$1.44M 6.06% 2
2019
Q4 		$24M Buy
+581,890
New +$23.1M 6.31% 2

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

Wealth Advisory Solutions's IJH Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, selling an estimated $566K and leaving 416,032 shares worth $28.1M. The position accounts for 6.26% of the portfolio, ranked #2.

Wealth Advisory Solutions first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $45.8M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Wealth Advisory Solutions held 416,032 shares of iShares Core S&P Mid-Cap ETF worth $28.1M as of Q1 2026.
  • Wealth Advisory Solutions sold 8,165 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $566K.
  • iShares Core S&P Mid-Cap ETF made up 6.26% of Wealth Advisory Solutions's portfolio in Q1 2026, its #2 holding.
  • Wealth Advisory Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's iShares Core S&P Mid-Cap ETF position peaked at $45.8M in Q3 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.