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

CFM 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	$439K	Sell	6,496 -1,643	-20%	-$114K	0.07%	112
2025 Q4	$537K	Hold	8,139	–	–	0.08%	98
2025 Q3	$531K	Buy	8,139 +24	+0.3%	+$1.54K	0.08%	98
2025 Q2	$503K	Buy	8,115 +23	+0.3%	+$1.35K	0.08%	94
2025 Q1	$472K	Buy	8,092 +20	+0.2%	+$1.24K	0.08%	100
2024 Q4	$503K	Sell	8,072 -1,858	-19%	-$119K	0.08%	96
2024 Q3	$619K	Buy	9,930 +35	+0.4%	+$2.11K	0.11%	96
2024 Q2	$579K	Hold	9,895	–	–	0.11%	97
2024 Q1	$601K	Sell	9,895 -125	-1%	-$7.08K	0.12%	98
2023 Q4	$555K	Hold	10,020	–	–	0.13%	103
2023 Q3	$500K	Hold	10,020	–	–	0.13%	99
2023 Q2	$524K	Hold	10,020	–	–	0.13%	110
2023 Q1	$501K	Hold	10,020	–	–	0.14%	108
2022 Q4	$485K	Hold	10,020	–	–	0.15%	109
2022 Q3	$439K	Buy	+10,020	New	+$484K	0.14%	107
2020 Q3	–	Sell	-500	Closed	-$17K	–	302
2020 Q2	$17K	Hold	500	–	–	0.01%	368
2020 Q1	$14K	Hold	500	–	–	0.01%	406
2019 Q4	$21K	Buy	+500	New	+$19.8K	0.01%	350

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

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

CFM Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q1 2026, selling an estimated $114K and leaving 6,496 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #112.

CFM Wealth Partners first reported a position in IJH in Q4 2019 and has held it in 18 quarters since. The position peaked at $619K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

CFM Wealth Partners held 6,496 shares of iShares Core S&P Mid-Cap ETF worth $439K as of Q1 2026.
CFM Wealth Partners sold 1,643 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $114K.
iShares Core S&P Mid-Cap ETF made up 0.07% of CFM Wealth Partners's portfolio in Q1 2026, its #112 holding.
CFM Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 18 quarters since.
CFM Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $619K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.