Williams Jones Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Williams Jones Wealth 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	$1.11M	Hold	16,410	–	–	0.01%	248
2025 Q4	$1.08M	Buy	16,410 +4,890	+42%	+$320K	0.01%	248
2025 Q3	$752K	Buy	11,520 +1,575	+16%	+$101K	0.01%	295
2025 Q2	$617K	Sell	9,945 -575	-5%	-$33.8K	0.01%	316
2025 Q1	$614K	Hold	10,520	–	–	0.01%	308
2024 Q4	$656K	Hold	10,520	–	–	0.01%	304
2024 Q3	$656K	Hold	10,520	–	–	0.01%	308
2024 Q2	$616K	Hold	10,520	–	–	0.01%	316
2024 Q1	$639K	Sell	10,520 -3,480	-25%	-$197K	0.01%	315
2023 Q4	$776K	Sell	14,000 -1,700	-11%	-$86.2K	0.01%	279
2023 Q3	$783K	Sell	15,700 -770	-5%	-$40.4K	0.01%	271
2023 Q2	$861K	Buy	16,470 +235	+1%	+$11.7K	0.01%	270
2023 Q1	$812K	Hold	16,235	–	–	0.01%	302
2022 Q4	$785K	Hold	16,235	–	–	0.01%	300
2022 Q3	$712K	Sell	16,235 -1,105	-6%	-$53.4K	0.01%	312
2022 Q2	$785K	Buy	17,340 +185	+1%	+$9.13K	0.01%	299
2022 Q1	$921K	Hold	17,155	–	–	0.01%	273
2021 Q4	$971K	Buy	17,155 +1,105	+7%	+$61.5K	0.01%	262
2021 Q3	$844K	Sell	16,050 -1,605	-9%	-$86.3K	0.01%	265
2021 Q2	$949K	Sell	17,655 -4,190	-19%	-$226K	0.01%	255
2021 Q1	$1.14M	Sell	21,845 -835	-4%	-$41.7K	0.02%	235
2020 Q4	$1.04M	Sell	22,680 -1,420	-6%	-$59.8K	0.02%	223
2020 Q3	$893K	Sell	24,100 -6,335	-21%	-$237K	0.02%	209
2020 Q2	$1.08M	Sell	30,435 -1,120	-4%	-$37.2K	0.02%	193
2020 Q1	$908K	Buy	31,555 +8,890	+39%	+$331K	0.02%	177
2019 Q4	$933K	Sell	22,665 -480	-2%	-$19K	0.02%	212
2019 Q3	$895K	Buy	+23,145	New	+$889K	0.02%	207

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

Williams Jones Wealth Management's IJH Position: Q1 2026 in Review

Williams Jones Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 16,410 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #248.

Williams Jones Wealth Management first reported a position in IJH in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.14M in Q1 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Williams Jones Wealth Management held 16,410 shares of iShares Core S&P Mid-Cap ETF worth $1.11M as of Q1 2026.
Williams Jones Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #248 holding.
Williams Jones Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
Williams Jones Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.14M in Q1 2021.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.