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

Castle Wealth Management’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	$5.65M	Buy	83,594 +2,668	+3%	+$185K	1.83%	16
2025 Q4	$5.34M	Buy	80,926 +224	+0.3%	+$14.7K	1.77%	16
2025 Q3	$5.27M	Buy	80,702 +1,170	+1%	+$75.2K	1.78%	18
2025 Q2	$4.93M	Sell	79,532 -4,786	-6%	-$281K	1.79%	15
2025 Q1	$4.92M	Buy	84,318 +1,937	+2%	+$120K	1.93%	12
2024 Q4	$5.13M	Sell	82,381 -1,730	-2%	-$111K	2.02%	11
2024 Q3	$5.24M	Buy	84,111 +2,242	+3%	+$135K	2.09%	12
2024 Q2	$4.79M	Buy	81,869 +1,507	+2%	+$88.5K	2.3%	10
2024 Q1	$4.88M	Sell	80,362 -8,728	-10%	-$494K	2.55%	10
2023 Q4	$4.94M	Sell	89,090 -480	-0.5%	-$24.3K	2.96%	7
2023 Q3	$4.49M	Buy	89,570 +2,845	+3%	+$149K	3.2%	7
2023 Q2	$4.54M	Buy	86,725 +5,715	+7%	+$284K	3.16%	7
2023 Q1	$4.05M	Sell	81,010 -159,095	-66%	-$8.11M	3.14%	8
2022 Q4	$11.6M	Sell	240,105 -145	-0.1%	-$7K	7.31%	2
2022 Q3	$10.5M	Sell	240,250 -23,605	-9%	-$1.14M	6.39%	2
2022 Q2	$11.9M	Buy	+263,855	New	+$13M	6.95%	1

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

Castle Wealth Management's IJH Position: Q1 2026 in Review

Castle Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q1 2026, buying an estimated $185K and bringing the position to 83,594 shares worth $5.65M. The position accounts for 1.83% of the portfolio, ranked #16.

Castle Wealth Management first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.9M in Q2 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Castle Wealth Management held 83,594 shares of iShares Core S&P Mid-Cap ETF worth $5.65M as of Q1 2026.
Castle Wealth Management bought 2,668 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $185K.
iShares Core S&P Mid-Cap ETF made up 1.83% of Castle Wealth Management's portfolio in Q1 2026, its #16 holding.
Castle Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Castle Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $11.9M in Q2 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.