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

Asset One 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	$315K	Buy	4,159 +116	+3%	+$8.51K	0.03%	276
2026 Q1	$295K	Hold	4,043	–	–	0.03%	277
2025 Q4	$280K	Buy	+4,043	New	+$265K	0.04%	229

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 22.9% 1-Year Est. Return

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

Asset One Wealth Management's IJH Position: Q2 2026 in Review

Asset One Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q2 2026, buying an estimated $8.51K and bringing the position to 4,159 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #276.

Asset One Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Asset One Wealth Management held 4,159 shares of iShares Core S&P Mid-Cap ETF worth $315K as of Q2 2026.
Asset One Wealth Management bought 116 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.51K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #276 holding.
Asset One Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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