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Denver PWM’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Denver PWM’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 		– Sell
-3,398
Closed -$211K – 91
2025
Q4 		$211K Hold
3,398
– – 0.07% 76
2025
Q3 		$211K Hold
3,398
– – 0.07% 78
2025
Q2 		$211K Sell
3,398
-339
-9% -$19.9K 0.07% 78
2025
Q1 		$218K Buy
3,737
+10
+0.3% +$621 0.08% 66
2024
Q4 		$232K Sell
3,727
-407
-10% -$26.1K 0.09% 53
2024
Q3 		$258K Sell
4,134
-93
-2% -$5.61K 0.1% 55
2024
Q2 		$247K Buy
+4,227
New +$248K 0.1% 58
2019
Q4 		– Sell
-2,850
Closed -$110K – 146
2019
Q3 		$110K Buy
+2,850
New +$110K 0.07% 86

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

Denver PWM's IJH Position: Q1 2026 in Review

Denver PWM sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,398 shares — an estimated $211K sold.

Denver PWM first reported a position in IJH in Q3 2019 and held it in 8 quarters. The position peaked at $258K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Denver PWM reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Denver PWM sold 3,398 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $211K.
  • Denver PWM first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 8 quarters.
  • Denver PWM's iShares Core S&P Mid-Cap ETF position peaked at $258K 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 Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.