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

Defined 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	$454K	Buy	6,718 +32	+0.5%	+$2.22K	0.27%	79
2025 Q4	$441K	Sell	6,686 -58	-0.9%	-$3.8K	0.25%	78
2025 Q3	$440K	Sell	6,744 -50	-0.7%	-$3.21K	0.26%	79
2025 Q2	$421K	Sell	6,794 -23	-0.3%	-$1.35K	0.26%	84
2025 Q1	$398K	Sell	6,817 -30	-0.4%	-$1.86K	0.27%	83
2024 Q4	$427K	Sell	6,847 -161	-2%	-$10.3K	0.28%	77
2024 Q3	$437K	Sell	7,008 -30	-0.4%	-$1.81K	0.28%	77
2024 Q2	$412K	Sell	7,038 -52	-0.7%	-$3.06K	0.29%	79
2024 Q1	$431K	Hold	7,090	–	–	0.31%	75
2023 Q4	$393K	Sell	7,090 -45	-0.6%	-$2.28K	0.3%	80
2023 Q3	$356K	Sell	7,135 -20	-0.3%	-$1.05K	0.3%	80
2023 Q2	$374K	Sell	7,155 -5	-0.1%	-$248	0.32%	75
2023 Q1	$358K	Sell	7,160 -235	-3%	-$12K	0.33%	76
2022 Q4	$358K	Buy	+7,395	New	+$357K	0.34%	76

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

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

Defined Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.48% in Q1 2026, buying an estimated $2.22K and bringing the position to 6,718 shares worth $454K. The position accounts for 0.27% of the portfolio, ranked #79.

Defined Wealth Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Defined Wealth Management held 6,718 shares of iShares Core S&P Mid-Cap ETF worth $454K as of Q1 2026.
Defined Wealth Management bought 32 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.22K.
iShares Core S&P Mid-Cap ETF made up 0.27% of Defined Wealth Management's portfolio in Q1 2026, its #79 holding.
Defined Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.