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

Denver 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	$288K	Buy	4,272 +6	+0.1%	+$416	0.1%	86
2025 Q4	$282K	Buy	4,266 +12	+0.3%	+$786	0.1%	75
2025 Q3	$278K	Sell	4,254 -63	-1%	-$4.05K	0.1%	81
2025 Q2	$268K	Buy	4,317 +185	+4%	+$10.9K	0.11%	77
2025 Q1	$241K	Buy	4,132 +10	+0.2%	+$621	0.11%	79
2024 Q4	$257K	Buy	4,122 +16	+0.4%	+$1.03K	0.12%	74
2024 Q3	$256K	Buy	4,106 +15	+0.4%	+$905	0.12%	78
2024 Q2	$239K	Sell	4,091 -481	-11%	-$28.3K	0.12%	75
2024 Q1	$278K	Buy	4,572 +12	+0.3%	+$679	0.14%	67
2023 Q4	$253K	Buy	4,560 +40	+0.9%	+$2.03K	0.14%	66
2023 Q3	$225K	Hold	4,520	–	–	0.15%	65
2023 Q2	$236K	Buy	4,520 +415	+10%	+$20.6K	0.17%	61
2023 Q1	$205K	Buy	+4,105	New	+$209K	0.14%	75
2021 Q4	$223K	Buy	+3,940	New	+$219K	0.21%	41
2021 Q1	$225K	Buy	+4,190	New	+$209K	0.24%	43

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

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

Denver Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.14% in Q1 2026, buying an estimated $416 and bringing the position to 4,272 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #86.

Denver Wealth Management first reported a position in IJH in Q1 2021 and has held it in 15 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Denver Wealth Management held 4,272 shares of iShares Core S&P Mid-Cap ETF worth $288K as of Q1 2026.
Denver Wealth Management bought 6 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $416.
iShares Core S&P Mid-Cap ETF made up 0.1% of Denver Wealth Management's portfolio in Q1 2026, its #86 holding.
Denver Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 15 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.