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

Balanced Wealth Group’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	$4.05M	Buy	59,980 +5,128	+9%	+$356K	1.45%	18
2025 Q4	$3.59M	Buy	54,852 +29	+0.1%	+$1.9K	1.31%	18
2025 Q3	$3.44M	Buy	54,823 +34	+0.1%	+$2.19K	1.51%	16
2025 Q2	$3.45M	Buy	54,789 +1,209	+2%	+$71K	1.5%	16
2025 Q1	$3.13M	Sell	53,580 -6,181	-10%	-$384K	1.51%	16
2024 Q4	$3.86M	Sell	59,761 -2,175	-4%	-$139K	1.73%	14
2024 Q3	$3.86M	Sell	61,936 -5,588	-8%	-$337K	1.71%	15
2024 Q2	$3.91M	Sell	67,524 -26,420	-28%	-$1.55M	1.78%	15
2024 Q1	$5.62M	Sell	93,944 -76,986	-45%	-$4.36M	2.5%	13
2023 Q4	$9.47M	Buy	+170,930	New	+$8.67M	4.92%	5

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

Balanced Wealth Group's IJH Position: Q1 2026 in Review

Balanced Wealth Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.3% in Q1 2026, buying an estimated $356K and bringing the position to 59,980 shares worth $4.05M. The position accounts for 1.45% of the portfolio, ranked #18.

Balanced Wealth Group first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.47M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Balanced Wealth Group held 59,980 shares of iShares Core S&P Mid-Cap ETF worth $4.05M as of Q1 2026.
Balanced Wealth Group bought 5,128 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $356K.
iShares Core S&P Mid-Cap ETF made up 1.45% of Balanced Wealth Group's portfolio in Q1 2026, its #18 holding.
Balanced Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $9.47M in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.