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

Worth 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	–	Sell	-3,620	Closed	-$239K	–	100
2025 Q4	$239K	Hold	3,620	–	–	0.12%	163
2025 Q3	$236K	Sell	3,620 -1,285	-26%	-$82.6K	0.13%	135
2025 Q2	$304K	Hold	4,905	–	–	0.19%	116
2025 Q1	$286K	Sell	4,905 -20	-0.4%	-$1.24K	0.18%	126
2024 Q4	$307K	Hold	4,925	–	–	0.19%	114
2024 Q3	$307K	Sell	4,925 -575	-10%	-$34.7K	0.18%	119
2024 Q2	$322K	Sell	5,500 -1,200	-18%	-$70.5K	0.21%	106
2024 Q1	$407K	Hold	6,700	–	–	0.28%	86
2023 Q4	$371K	Sell	6,700 -105	-2%	-$5.33K	0.3%	90
2023 Q3	$339K	Buy	6,805 +25	+0.4%	+$1.31K	0.31%	90
2023 Q2	$355K	Sell	6,780 -40	-0.6%	-$1.99K	0.33%	84
2023 Q1	$341K	Buy	6,820 +580	+9%	+$29.5K	0.33%	81
2022 Q4	$302K	Buy	+6,240	New	+$301K	0.35%	76

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

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

Worth Financial Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,620 shares — an estimated $239K sold.

Worth Financial Advisory Group first reported a position in IJH in Q4 2022 and held it in 13 quarters. The position peaked at $407K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Worth Financial Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Worth Financial Advisory Group sold 3,620 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $239K.
Worth Financial Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 13 quarters.
Worth Financial Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $407K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.