1 North Wealth Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

1 North Wealth Services’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	$10.2M	Sell	150,627 -3,934	-3%	-$273K	3.67%	10
2025 Q4	$10.2M	Buy	154,561 +2,176	+1%	+$143K	3.59%	9
2025 Q3	$9.94M	Sell	152,385 -24,625	-14%	-$1.58M	4.07%	8
2025 Q2	$11M	Buy	177,010 +3,135	+2%	+$184K	4.36%	8
2025 Q1	$10.1M	Buy	173,875 +20,337	+13%	+$1.26M	4.7%	8
2024 Q4	$9.57M	Buy	+153,538	New	+$9.85M	4.05%	7
2019 Q4	$2.66M	Buy	64,535 +1,720	+3%	+$68.2K	1.64%	19
2019 Q3	$2.43M	Buy	+62,815	New	+$2.41M	1.62%	19
2019 Q1	$2.39M	Sell	63,050 -21,505	-25%	-$794K	1.68%	19
2018 Q4	$2.81M	Buy	+84,555	New	+$3.09M	2.34%	16

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

1 North Wealth Services's IJH Position: Q1 2026 in Review

1 North Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, selling an estimated $273K and leaving 150,627 shares worth $10.2M. The position accounts for 3.67% of the portfolio, ranked #10.

1 North Wealth Services first reported a position in IJH in Q4 2018 and has held it in 10 quarters since. The position peaked at $11M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

1 North Wealth Services held 150,627 shares of iShares Core S&P Mid-Cap ETF worth $10.2M as of Q1 2026.
1 North Wealth Services sold 3,934 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $273K.
iShares Core S&P Mid-Cap ETF made up 3.67% of 1 North Wealth Services's portfolio in Q1 2026, its #10 holding.
1 North Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $11M in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.