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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

49 Wealth Management's IJH Position: Q2 2026 in Review

49 Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 54% in Q2 2026, selling an estimated $17.9M and leaving 206,811 shares worth $15.9M. The position accounts for 3.04% of the portfolio, ranked #8.

49 Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.4M in Q1 2026. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

49 Wealth Management held 206,811 shares of iShares Core S&P Mid-Cap ETF worth $15.9M as of Q2 2026.
49 Wealth Management sold 244,067 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.9M.
iShares Core S&P Mid-Cap ETF made up 3.04% of 49 Wealth Management's portfolio in Q2 2026, its #8 holding.
49 Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $30.4M in Q1 2026.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.