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

Baldwin 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	$247K	Hold	3,200	–	–	0.02%	205
2026 Q1	$216K	Hold	3,200	–	–	0.02%	211
2025 Q4	$211K	Buy	+3,200	New	+$210K	0.01%	235
2024 Q4	–	Sell	-2,850	Closed	-$178K	–	615
2024 Q3	$178K	Sell	2,850 -255	-8%	-$15.4K	0.01%	347
2024 Q2	$182K	Sell	3,105 -2,240	-42%	-$132K	0.01%	212
2024 Q1	$325K	Sell	5,345 -6,600	-55%	-$374K	0.02%	176
2023 Q4	$662K	Sell	11,945 -105	-0.9%	-$5.33K	0.05%	124
2023 Q3	$601K	Sell	12,050 -125	-1%	-$6.55K	0.05%	132
2023 Q2	$637K	Hold	12,175	–	–	0.05%	137
2023 Q1	$609K	Hold	12,175	–	–	0.05%	140
2022 Q4	$589K	Sell	12,175 -400	-3%	-$19.3K	0.05%	142
2022 Q3	$551K	Buy	12,575 +100	+0.8%	+$4.83K	0.08%	91
2022 Q2	$564K	Hold	12,475	–	–	0.07%	97
2022 Q1	$670K	Buy	12,475 +2,760	+28%	+$147K	0.07%	95
2021 Q4	$550K	Hold	9,715	–	–	0.06%	116
2021 Q3	$511K	Sell	9,715 -345	-3%	-$18.6K	0.06%	110
2021 Q2	$541K	Hold	10,060	–	–	0.06%	111
2021 Q1	$524K	Buy	10,060 +610	+6%	+$30.5K	0.06%	103
2020 Q4	$434K	Hold	9,450	–	–	0.05%	114
2020 Q3	$350K	Hold	9,450	–	–	0.05%	126
2020 Q2	$336K	Sell	9,450 -275	-3%	-$9.13K	0.05%	121
2020 Q1	$280K	Hold	9,725	–	–	0.05%	126
2019 Q4	$400K	Buy	9,725 +200	+2%	+$7.93K	0.06%	125
2019 Q3	$368K	Sell	9,525 -715	-7%	-$27.5K	0.06%	129
2019 Q2	$398K	Sell	10,240 -2,940	-22%	-$113K	0.06%	138
2019 Q1	$499K	Sell	13,180 -2,120	-14%	-$78.3K	0.07%	125
2018 Q4	$508K	Buy	+15,300	New	+$558K	0.09%	115
2018 Q3	–	Sell	-500	Closed	-$19K	–	528
2018 Q2	$19K	Hold	500	–	–	﹤0.01%	406
2018 Q1	$19K	Hold	500	–	–	﹤0.01%	383
2017 Q4	$19K	Hold	500	–	–	﹤0.01%	379
2017 Q3	$18K	Sell	500 -625	-56%	-$21.8K	﹤0.01%	379
2017 Q2	$39K	Hold	1,125	–	–	0.01%	319
2017 Q1	$39K	Sell	1,125 -875	-44%	-$29.8K	0.01%	313
2016 Q4	$66K	Hold	2,000	–	–	0.01%	267
2016 Q3	$62K	Hold	2,000	–	–	0.01%	280
2016 Q2	$60K	Sell	2,000 -160	-7%	-$4.69K	0.01%	256
2016 Q1	$62K	Buy	+2,160	New	+$57.7K	0.01%	285

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Baldwin Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,200 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #205.

Baldwin Wealth Partners first reported a position in IJH in Q1 2016 and has held it in 37 quarters since. The position peaked at $670K in Q1 2022. 1,396 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Baldwin Wealth Partners held 3,200 shares of iShares Core S&P Mid-Cap ETF worth $247K as of Q2 2026.
Baldwin Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #205 holding.
Baldwin Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 37 quarters since.
Baldwin Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $670K in Q1 2022.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.