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

Axis Wealth Partners’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	$2.39M	Sell	30,969 -748	-2%	-$54.9K	1.15%	23
2026 Q1	$2.14M	Sell	31,717 -278	-0.9%	-$19.3K	1.14%	25
2025 Q4	$2.11M	Sell	31,995 -10,862	-25%	-$712K	1.17%	26
2025 Q3	$2.8M	Sell	42,857 -9,808	-19%	-$630K	1.64%	17
2025 Q2	$3.27M	Sell	52,665 -2,820	-5%	-$166K	2.15%	10
2025 Q1	$3.24M	Buy	55,485 +36,170	+187%	+$2.25M	2.39%	7
2024 Q4	$1.2M	Buy	+19,315	New	+$1.24M	1.01%	26

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

Axis Wealth Partners's IJH Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, selling an estimated $54.9K and leaving 30,969 shares worth $2.39M. The position accounts for 1.15% of the portfolio, ranked #23.

Axis Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q2 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Axis Wealth Partners held 30,969 shares of iShares Core S&P Mid-Cap ETF worth $2.39M as of Q2 2026.
Axis Wealth Partners sold 748 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54.9K.
iShares Core S&P Mid-Cap ETF made up 1.15% of Axis Wealth Partners's portfolio in Q2 2026, its #23 holding.
Axis Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $3.27M in Q2 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.