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

49 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	$30.4M	Buy	450,878 +50,412	+13%	+$3.5M	2.28%	11
2025 Q4	$26.4M	Buy	400,466 +54,022	+16%	+$3.54M	2.15%	12
2025 Q3	$22.6M	Buy	346,444 +30,445	+10%	+$1.96M	2.13%	12
2025 Q2	$19.6M	Buy	315,999 +44,504	+16%	+$2.61M	2.09%	11
2025 Q1	$15.8M	Buy	271,495 +263,158	+3,157%	+$16.3M	1.91%	14
2024 Q4	$519K	Buy	8,337 +1,148	+16%	+$73.6K	0.07%	81
2024 Q3	$448K	Sell	7,189 -748	-9%	-$45.1K	0.07%	89
2024 Q2	$460K	Sell	7,937 -2,028	-20%	-$119K	0.09%	86
2024 Q1	$602K	Sell	9,965 -1,740	-15%	-$98.5K	0.13%	49
2023 Q4	$649K	Buy	+11,705	New	+$594K	0.17%	45

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

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

49 Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, buying an estimated $3.5M and bringing the position to 450,878 shares worth $30.4M. The position accounts for 2.28% of the portfolio, ranked #11.

49 Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

49 Wealth Management held 450,878 shares of iShares Core S&P Mid-Cap ETF worth $30.4M as of Q1 2026.
49 Wealth Management bought 50,412 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.5M.
iShares Core S&P Mid-Cap ETF made up 2.28% of 49 Wealth Management's portfolio in Q1 2026, its #11 holding.
49 Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.