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

Wells Financial Advisors’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 		– Sell
-4,960
Closed -$327K – 62
2025
Q4 		$327K Sell
4,960
-3,285
-40% -$215K 0.62% 26
2025
Q3 		$538K Sell
8,245
-2,910
-26% -$187K 0.72% 26
2025
Q2 		$692K Sell
11,155
-3,295
-23% -$193K 0.95% 26
2025
Q1 		$843K Hold
14,450
– – 1.16% 26
2024
Q4 		$900K Sell
14,450
-190
-1% -$12.2K 1.23% 25
2024
Q3 		$912K Hold
14,640
– – 1.23% 23
2024
Q2 		$857K Sell
14,640
-475
-3% -$27.9K 0.56% 32
2024
Q1 		$918K Hold
15,115
– – 0.63% 28
2023
Q4 		$838K Buy
15,115
+1,000
+7% +$50.7K 0.61% 27
2023
Q3 		$704K Hold
14,115
– – 0.55% 26
2023
Q2 		$738K Hold
14,115
– – 0.56% 26
2023
Q1 		$706K Sell
14,115
-65
-0.5% -$3.31K 0.56% 27
2022
Q4 		$686K Buy
14,180
+6,300
+80% +$304K 0.57% 27
2022
Q3 		$346K Hold
7,880
– – 0.34% 29
2022
Q2 		$357K Sell
7,880
-415
-5% -$20.5K 0.32% 29
2022
Q1 		$445K Hold
8,295
– – 0.37% 29
2021
Q4 		$470K Buy
8,295
+865
+12% +$48.1K 0.37% 29
2021
Q3 		$391K Sell
7,430
-3,205
-30% -$172K 0.33% 30
2021
Q2 		$572K Sell
10,635
-675
-6% -$36.4K 0.48% 28
2021
Q1 		$589K Sell
11,310
-59,195
-84% -$2.96M 0.53% 27
2020
Q4 		$3.24M Buy
+70,505
New +$2.97M 2.77% 9

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

Wells Financial Advisors's IJH Position: Q1 2026 in Review

Wells Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 4,960 shares — an estimated $327K sold.

Wells Financial Advisors first reported a position in IJH in Q4 2020 and held it in 21 quarters. The position peaked at $3.24M in Q4 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Wells Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 4,960 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $327K.
  • Wells Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 21 quarters.
  • Wells Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.24M in Q4 2020.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.