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

Balboa 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 Q1	$701K	Sell	10,378 -18	-0.2%	-$1.25K	0.12%	149
2025 Q4	$686K	Buy	10,396 +32	+0.3%	+$2.1K	0.11%	146
2025 Q3	$676K	Sell	10,364 -30	-0.3%	-$1.93K	0.12%	142
2025 Q2	$645K	Buy	10,394 +1,161	+13%	+$68.2K	0.13%	132
2025 Q1	$539K	Buy	9,233 +264	+3%	+$16.4K	0.13%	124
2024 Q4	$559K	Buy	8,969 +5,411	+152%	+$347K	0.13%	131
2024 Q3	$222K	Sell	3,558 -69	-2%	-$4.16K	0.06%	248
2024 Q2	$212K	Buy	+3,627	New	+$213K	0.06%	249
2023 Q4	–	Sell	-4,070	Closed	-$203K	–	304
2023 Q3	$203K	Buy	+4,070	New	+$213K	0.08%	211

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

Balboa Wealth Partners's IJH Position: Q1 2026 in Review

Balboa Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q1 2026, selling an estimated $1.25K and leaving 10,378 shares worth $701K. The position accounts for 0.12% of the portfolio, ranked #149.

Balboa Wealth Partners first reported a position in IJH in Q3 2023 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Balboa Wealth Partners held 10,378 shares of iShares Core S&P Mid-Cap ETF worth $701K as of Q1 2026.
Balboa Wealth Partners sold 18 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.25K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Balboa Wealth Partners's portfolio in Q1 2026, its #149 holding.
Balboa Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 9 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.