WFAG
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Wescott Financial Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wescott Financial Advisory 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 		$12.7M Buy
188,247
+24
+0% +$1.67K 1.11% 21
2025
Q4 		$12.4M Buy
188,223
+20,294
+12% +$1.33M 1.08% 21
2025
Q3 		$11M Buy
167,929
+26,903
+19% +$1.73M 0.98% 21
2025
Q2 		$8.75M Buy
141,026
+10,387
+8% +$610K 0.84% 24
2025
Q1 		$7.62M Buy
130,639
+16,614
+15% +$1.03M 0.79% 26
2024
Q4 		$7.1M Buy
114,025
+1,773
+2% +$114K 0.74% 27
2024
Q3 		$7M Buy
112,252
+2,159
+2% +$130K 0.75% 25
2024
Q2 		$6.44M Buy
110,093
+599
+0.5% +$35.2K 0.75% 25
2024
Q1 		$6.65M Sell
109,494
-2,206
-2% -$125K 0.83% 23
2023
Q4 		$6.19M Sell
111,700
-2,170
-2% -$110K 0.87% 21
2023
Q3 		$5.68M Buy
113,870
+1,650
+1% +$86.5K 1.04% 21
2023
Q2 		$5.87M Sell
112,220
-4,790
-4% -$238K 1.04% 20
2023
Q1 		$5.85M Sell
117,010
-1,270
-1% -$64.7K 1.27% 19
2022
Q4 		$5.72M Buy
118,280
+4,075
+4% +$197K 1.23% 17
2022
Q3 		$5.01M Buy
114,205
+4,125
+4% +$199K 1.39% 16
2022
Q2 		$4.98M Sell
110,080
-7,115
-6% -$351K 1.35% 18
2022
Q1 		$6.29M Buy
117,195
+96,275
+460% +$5.13M 1.62% 18
2021
Q4 		$1.18M Buy
20,920
+1,200
+6% +$66.8K 0.61% 21
2021
Q3 		$1.04M Sell
19,720
-310
-2% -$16.7K 0.59% 23
2021
Q2 		$1.07M Sell
20,030
-1,540
-7% -$83.1K 0.63% 21
2021
Q1 		$1.12M Buy
21,570
+2,445
+13% +$122K 0.73% 17
2020
Q4 		$879K Buy
+19,125
New +$806K 0.62% 19

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

Wescott Financial Advisory Group's IJH Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q1 2026, buying an estimated $1.67K and bringing the position to 188,247 shares worth $12.7M. The position accounts for 1.11% of the portfolio, ranked #21.

Wescott Financial Advisory Group first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Wescott Financial Advisory Group held 188,247 shares of iShares Core S&P Mid-Cap ETF worth $12.7M as of Q1 2026.
  • Wescott Financial Advisory Group bought 24 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.67K.
  • iShares Core S&P Mid-Cap ETF made up 1.11% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.