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

Atlantic Private Wealth’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	$1.44K	Hold	21	–	–	﹤0.01%	224
2025 Q4	$1.4K	Hold	21	–	–	﹤0.01%	235
2025 Q3	$1.38K	Hold	21	–	–	﹤0.01%	227
2025 Q2	$1.31K	Buy	+21	New	+$1.23K	﹤0.01%	224
2024 Q4	–	Sell	-875	Closed	-$54.5K	–	201
2024 Q3	$54.5K	Hold	875	–	–	0.04%	82
2024 Q2	$51.2K	Hold	875	–	–	0.04%	65
2024 Q1	$53.1K	Hold	875	–	–	0.04%	66
2023 Q4	$48.5K	Sell	875 -25	-3%	-$1.27K	0.04%	67
2023 Q3	$44.9K	Buy	+900	New	+$47.2K	0.05%	61
2023 Q2	–	Sell	-215	Closed	-$10.8K	–	108
2023 Q1	$10.8K	Buy	+215	New	+$11K	0.01%	75

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

Atlantic Private Wealth's IJH Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 21 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Atlantic Private Wealth first reported a position in IJH in Q1 2023 and has held it in 10 quarters since. The position peaked at $54.5K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Atlantic Private Wealth held 21 shares of iShares Core S&P Mid-Cap ETF worth $1.44K as of Q1 2026.
Atlantic Private Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #224 holding.
Atlantic Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 10 quarters since.
Atlantic Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $54.5K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.