Willis Johnson & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Willis Johnson & Associates’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	$2.8M	Sell	41,478 -1,837	-4%	-$127K	0.16%	46
2025 Q4	$2.86M	Sell	43,315 -18,021	-29%	-$1.18M	0.18%	46
2025 Q3	$4M	Sell	61,336 -3,532	-5%	-$227K	0.25%	42
2025 Q2	$4.02M	Sell	64,868 -193	-0.3%	-$11.3K	0.27%	40
2025 Q1	$3.8M	Buy	65,061 +614	+1%	+$38.1K	0.29%	41
2024 Q4	$4.02M	Sell	64,447 -995	-2%	-$63.8K	0.31%	37
2024 Q3	$4.08M	Buy	65,442 +301	+0.5%	+$18.2K	0.31%	39
2024 Q2	$3.81M	Buy	65,141 +4,117	+7%	+$242K	0.31%	39
2024 Q1	$3.71M	Buy	61,024 +429	+0.7%	+$24.3K	0.32%	38
2023 Q4	$3.36M	Buy	60,595 +5,200	+9%	+$264K	0.31%	39
2023 Q3	$2.76M	Sell	55,395 -8,490	-13%	-$445K	0.28%	43
2023 Q2	$3.34M	Buy	63,885 +865	+1%	+$43K	0.36%	36
2023 Q1	$3.15M	Sell	63,020 -10,210	-14%	-$520K	0.37%	38
2022 Q4	$3.54M	Sell	73,230 -1,055	-1%	-$51K	0.46%	34
2022 Q3	$3.26M	Buy	74,285 +3,350	+5%	+$162K	0.47%	32
2022 Q2	$3.21M	Sell	70,935 -715	-1%	-$35.3K	0.45%	35
2022 Q1	$3.85M	Sell	71,650 -2,645	-4%	-$141K	0.5%	29
2021 Q4	$4.21M	Sell	74,295 -3,290	-4%	-$183K	0.54%	30
2021 Q3	$4.08M	Buy	77,585 +345	+0.4%	+$18.6K	0.57%	31
2021 Q2	$4.15M	Sell	77,240 -10,500	-12%	-$567K	0.59%	27
2021 Q1	$4.57M	Sell	87,740 -10,855	-11%	-$542K	0.7%	27
2020 Q4	$4.53M	Buy	+98,595	New	+$4.15M	0.76%	25

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

Willis Johnson & Associates's IJH Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q1 2026, selling an estimated $127K and leaving 41,478 shares worth $2.8M. The position accounts for 0.16% of the portfolio, ranked #46.

Willis Johnson & Associates first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.57M in Q1 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Willis Johnson & Associates held 41,478 shares of iShares Core S&P Mid-Cap ETF worth $2.8M as of Q1 2026.
Willis Johnson & Associates sold 1,837 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $127K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Willis Johnson & Associates's portfolio in Q1 2026, its #46 holding.
Willis Johnson & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Willis Johnson & Associates's iShares Core S&P Mid-Cap ETF position peaked at $4.57M in Q1 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.