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

Cornerstone 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 		$1.06M Sell
14,534
-286
-2% -$19.8K 0.07% 160
2025
Q4 		$978K Sell
14,820
-883
-6% -$57.8K 0.07% 149
2025
Q3 		$1.02M Sell
15,703
-108
-0.7% -$6.94K 0.07% 144
2025
Q2 		$981K Sell
15,811
-1,864
-11% -$109K 0.07% 139
2025
Q1 		$1.03M Buy
17,675
+316
+2% +$19.6K 0.09% 135
2024
Q4 		$1.08M Buy
17,359
+1,689
+11% +$108K 0.09% 131
2024
Q3 		$977K Buy
15,670
+285
+2% +$17.2K 0.08% 133
2024
Q2 		$900K Sell
15,385
-1,640
-10% -$96.3K 0.08% 132
2024
Q1 		$1.03M Buy
+17,025
New +$964K 0.1% 122

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, selling an estimated $19.8K and leaving 14,534 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #160.

Cornerstone Wealth Group first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Cornerstone Wealth Group held 14,534 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q1 2026.
  • Cornerstone Wealth Group sold 286 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Cornerstone Wealth Group's portfolio in Q1 2026, its #160 holding.
  • Cornerstone Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Cornerstone Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $1.08M in Q4 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.