1900 Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

1900 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	$1.05M	Buy	15,545 +9	+0.1%	+$624	0.07%	108
2025 Q4	$1.03M	Buy	15,536 +80	+0.5%	+$5.24K	0.07%	106
2025 Q3	$1.01M	Sell	15,456 -8,846	-36%	-$568K	0.07%	106
2025 Q2	$1.51M	Sell	24,302 -69	-0.3%	-$4.05K	0.11%	75
2025 Q1	$1.42M	Sell	24,371 -1,364	-5%	-$84.7K	0.12%	78
2024 Q4	$1.6M	Buy	25,735 +5,228	+25%	+$335K	0.13%	74
2024 Q3	$1.28M	Sell	20,507 -490	-2%	-$29.5K	0.11%	81
2024 Q2	$1.23M	Sell	20,997 -1,013	-5%	-$59.5K	0.11%	83
2024 Q1	$1.34M	Sell	22,010 -285	-1%	-$16.1K	0.12%	89
2023 Q4	$1.24M	Sell	22,295 -1,835	-8%	-$93.1K	0.11%	123
2023 Q3	$1.2M	Buy	24,130 +4,010	+20%	+$210K	0.12%	122
2023 Q2	$1.05M	Buy	20,120 +620	+3%	+$30.8K	0.11%	114
2023 Q1	$947K	Hold	19,500	–	–	0.1%	121
2022 Q4	$943K	Sell	19,500 -1,710	-8%	-$82.6K	0.1%	122
2022 Q3	$930K	Buy	21,210 +600	+3%	+$29K	0.11%	117
2022 Q2	$933K	Buy	20,610 +675	+3%	+$33.3K	0.1%	122
2022 Q1	$1.07M	Sell	19,935 -15,550	-44%	-$828K	0.1%	117
2021 Q4	$2.01M	Buy	35,485 +1,715	+5%	+$95.5K	0.18%	90
2021 Q3	$1.78M	Buy	33,770 +16,940	+101%	+$911K	0.17%	92
2021 Q2	$905K	Buy	16,830 +3,300	+24%	+$178K	0.09%	122
2021 Q1	$704	Buy	+13,530	New	+$676K	0.05%	115

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

1900 Wealth Management's IJH Position: Q1 2026 in Review

1900 Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, buying an estimated $624 and bringing the position to 15,545 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #108.

1900 Wealth Management first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.01M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

1900 Wealth Management held 15,545 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q1 2026.
1900 Wealth Management bought 9 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $624.
iShares Core S&P Mid-Cap ETF made up 0.07% of 1900 Wealth Management's portfolio in Q1 2026, its #108 holding.
1900 Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
1900 Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.01M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.