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

Apex 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	$1.96M	Buy	+29,059	New	+$2.02M	1.35%	26
2025 Q4	–	Sell	-29,682	Closed	-$1.94M	–	54
2025 Q3	$1.94M	Buy	29,682 +95	+0.3%	+$6.11K	1.38%	23
2025 Q2	$1.84M	Sell	29,587 -572	-2%	-$33.6K	1.47%	21
2025 Q1	$1.76M	Buy	30,159 +1,737	+6%	+$108K	1.58%	22
2024 Q4	$1.77M	Buy	+28,422	New	+$1.82M	1.53%	25

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

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

Apex Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 29,059 shares worth $1.96M. The stake represents 1.35% of the portfolio and ranks #26 among its holdings. This is a return to the name: Apex Wealth Management previously reported a position in IJH as recently as Q3 2025.

Apex Wealth Management first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Apex Wealth Management held 29,059 shares of iShares Core S&P Mid-Cap ETF worth $1.96M as of Q1 2026.
iShares Core S&P Mid-Cap ETF was a new Apex Wealth Management position in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 1.35% of Apex Wealth Management's portfolio in Q1 2026, its #26 holding.
Apex Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.