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

Correct Capital 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	$1.3M	Hold	19,225	–	–	0.24%	52
2025 Q4	$1.27M	Sell	19,225 -191	-1%	-$12.5K	0.24%	49
2025 Q3	$1.27M	Hold	19,416	–	–	0.21%	57
2025 Q2	$1.2M	Sell	19,416 -1,211	-6%	-$71.1K	0.18%	52
2025 Q1	$1.2M	Hold	20,627	–	–	0.19%	48
2024 Q4	$1.29M	Hold	20,627	–	–	0.26%	47
2024 Q3	$1.29M	Sell	20,627 -705	-3%	-$42.5K	0.28%	45
2024 Q2	$1.25M	Sell	21,332 -645	-3%	-$37.9K	0.29%	40
2024 Q1	$1.33M	Sell	21,977 -2,893	-12%	-$164K	0.31%	37
2023 Q4	$1.38M	Buy	+24,870	New	+$1.26M	0.35%	32

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

Correct Capital Wealth Management's IJH Position: Q1 2026 in Review

Correct Capital Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 19,225 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #52.

Correct Capital Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Correct Capital Wealth Management held 19,225 shares of iShares Core S&P Mid-Cap ETF worth $1.3M as of Q1 2026.
Correct Capital Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.24% of Correct Capital Wealth Management's portfolio in Q1 2026, its #52 holding.
Correct Capital Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.38M in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.