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

Angeles 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	$1.26M	Sell	18,675 -4,412	-19%	-$306K	0.07%	110
2025 Q4	$1.52M	Buy	23,087 +705	+3%	+$46.2K	0.08%	91
2025 Q3	$1.46M	Sell	22,382 -676	-3%	-$43.4K	0.09%	86
2025 Q2	$1.43M	Buy	23,058 +20,653	+859%	+$1.21M	0.1%	73
2025 Q1	$140K	Hold	2,405	–	–	0.01%	296
2024 Q4	$150K	Hold	2,405	–	–	0.01%	306
2024 Q3	$150K	Hold	2,405	–	–	0.01%	271
2024 Q2	$141K	Hold	2,405	–	–	0.01%	237
2024 Q1	$146K	Hold	2,405	–	–	0.01%	231
2023 Q4	$133K	Buy	2,405 +400	+20%	+$20.3K	0.02%	206
2023 Q3	$100K	Hold	2,005	–	–	0.01%	186
2023 Q2	$105K	Hold	2,005	–	–	0.01%	192
2023 Q1	$100K	Sell	2,005 -2,135	-52%	-$109K	0.01%	182
2022 Q4	$200K	Buy	4,140 +2,135	+106%	+$103K	0.04%	168
2022 Q3	$88K	Hold	2,005	–	–	0.02%	184
2022 Q2	$91K	Hold	2,005	–	–	0.02%	177
2022 Q1	$108K	Buy	+2,005	New	+$107K	0.02%	175

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

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

Angeles Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q1 2026, selling an estimated $306K and leaving 18,675 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #110.

Angeles Wealth Management first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.52M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Angeles Wealth Management held 18,675 shares of iShares Core S&P Mid-Cap ETF worth $1.26M as of Q1 2026.
Angeles Wealth Management sold 4,412 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $306K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #110 holding.
Angeles Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.52M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.