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

West Michigan 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	$318K	Sell	4,713 -466	-9%	-$32.3K	0.07%	222
2025 Q4	$342K	Buy	5,179 +614	+13%	+$40.2K	0.08%	197
2025 Q3	$298K	Buy	4,565 +90	+2%	+$5.78K	0.07%	211
2025 Q2	$278K	Sell	4,475 -89	-2%	-$5.22K	0.08%	180
2025 Q1	$266K	Buy	4,564 +64	+1%	+$3.97K	0.09%	164
2024 Q4	$280K	Sell	4,500 -225	-5%	-$14.4K	0.08%	171
2024 Q3	$294K	Buy	4,725 +354	+8%	+$21.3K	0.09%	148
2024 Q2	$256K	Buy	4,371 +48	+1%	+$2.82K	0.08%	156
2024 Q1	$263K	Buy	+4,323	New	+$245K	0.09%	151
2022 Q2	–	Sell	-4,140	Closed	-$222K	–	127
2022 Q1	$222K	Sell	4,140 -660	-14%	-$35.1K	0.15%	114
2021 Q4	$272K	Buy	+4,800	New	+$267K	0.2%	96

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

West Michigan Advisors's IJH Position: Q1 2026 in Review

West Michigan Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q1 2026, selling an estimated $32.3K and leaving 4,713 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #222.

West Michigan Advisors first reported a position in IJH in Q4 2021 and has held it in 11 quarters since. The position peaked at $342K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

West Michigan Advisors held 4,713 shares of iShares Core S&P Mid-Cap ETF worth $318K as of Q1 2026.
West Michigan Advisors sold 466 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $32.3K.
iShares Core S&P Mid-Cap ETF made up 0.07% of West Michigan Advisors's portfolio in Q1 2026, its #222 holding.
West Michigan Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
West Michigan Advisors's iShares Core S&P Mid-Cap ETF position peaked at $342K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.