Westside Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Westside Investment Management’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	$91.9K	Buy	1,361 +80	+6%	+$5.55K	0.01%	426
2025 Q4	$84.5K	Sell	1,281 -30	-2%	-$1.97K	0.01%	422
2025 Q3	$85.6K	Buy	1,311 +55	+4%	+$3.54K	0.01%	419
2025 Q2	$77.9K	Sell	1,256 -71	-5%	-$4.17K	0.01%	378
2025 Q1	$77.5K	Sell	1,327 -100	-7%	-$6.21K	0.02%	342
2024 Q4	$88.9K	Buy	1,427 +1	+0.1%	+$64	0.02%	321
2024 Q3	$88.9K	Hold	1,426	–	–	0.02%	327
2024 Q2	$83.5K	Sell	1,426 -225	-14%	-$13.2K	0.02%	321
2024 Q1	$100K	Buy	1,651 +1	+0.1%	+$57	0.02%	297
2023 Q4	$91.5K	Sell	1,650 -400	-20%	-$20.3K	0.02%	288
2023 Q3	$102K	Hold	2,050	–	–	0.03%	270
2023 Q2	$107K	Hold	2,050	–	–	0.03%	264
2023 Q1	$103K	Sell	2,050 -325	-14%	-$16.6K	0.03%	267
2022 Q4	$115	Hold	2,375	–	–	﹤0.01%	353
2022 Q3	$104	Buy	2,375 +380	+19%	+$18.4K	﹤0.01%	354
2022 Q2	$90	Buy	1,995 +900	+82%	+$44.4K	﹤0.01%	357
2022 Q1	$58	Hold	1,095	–	–	﹤0.01%	403
2021 Q4	$62	Buy	1,095 +400	+58%	+$22.3K	﹤0.01%	386
2021 Q3	$36	Buy	695 +105	+18%	+$5.65K	﹤0.01%	421
2021 Q2	$31	Hold	590	–	–	﹤0.01%	421
2021 Q1	$30	Hold	590	–	–	﹤0.01%	414
2020 Q4	$27	Hold	590	–	–	﹤0.01%	396
2020 Q3	$21	Hold	590	–	–	﹤0.01%	419
2020 Q2	$21	Sell	590 -270	-31%	-$8.97K	﹤0.01%	398
2020 Q1	$24	Buy	+860	New	+$32K	﹤0.01%	380
2019 Q2	$39	Buy	+1,015	New	+$38.9K	﹤0.01%	346
2018 Q4	$33.7K	Buy	+1,010	New	+$36.9K	0.01%	337
2018 Q3	–	Sell	-1,260	Closed	-$49.1K	–	766
2018 Q2	$49.1K	Buy	1,260 +10	+0.8%	+$386	0.02%	300
2018 Q1	$46.1K	Hold	1,250	–	–	0.03%	292
2017 Q4	$48.8K	Hold	1,250	–	–	0.03%	288
2017 Q3	$45.4K	Hold	1,250	–	–	0.03%	279
2017 Q2	$43.6K	Sell	1,250 -5	-0.4%	-$173	0.03%	276
2017 Q1	$42.3K	Buy	+1,255	New	+$42.7K	0.02%	275

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

Westside Investment Management's IJH Position: Q1 2026 in Review

Westside Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.2% in Q1 2026, buying an estimated $5.55K and bringing the position to 1,361 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #426.

Westside Investment Management first reported a position in IJH in Q1 2017 and has held it in 33 quarters since. The position peaked at $107K in Q2 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Westside Investment Management held 1,361 shares of iShares Core S&P Mid-Cap ETF worth $91.9K as of Q1 2026.
Westside Investment Management bought 80 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.55K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #426 holding.
Westside Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 33 quarters since.
Westside Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $107K in Q2 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.