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 Q3	$70.3M	Buy	977,625 +770,814	+373%	+$58.2M	4.24%	7
2026 Q2	$15.9M	Sell	206,811 -244,067	-54%	-$17.9M	3.04%	8
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

49 Wealth Management's IJH Position: Q3 2026 in Review

49 Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 373% in Q3 2026, buying an estimated $58.2M and bringing the position to 977,625 shares worth $70.3M. The position accounts for 4.24% of the portfolio, ranked #7.

49 Wealth Management first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. 2,351 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

49 Wealth Management held 977,625 shares of iShares Core S&P Mid-Cap ETF worth $70.3M as of Q3 2026.
49 Wealth Management bought 770,814 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $58.2M.
iShares Core S&P Mid-Cap ETF made up 4.24% of 49 Wealth Management's portfolio in Q3 2026, its #7 holding.
49 Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on 49 Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.