DWP
IJH icon

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

Destiny Wealth Partners’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 		$1.04M Sell
15,449
-451
-3% -$31.3K 0.11% 97
2025
Q4 		$1.11M Hold
15,900
– – 0.13% 87
2025
Q3 		$1.04M Buy
15,900
+648
+4% +$41.6K 0.13% 88
2025
Q2 		$946K Buy
+15,252
New +$895K 0.13% 88
2023
Q1 		– Sell
-185
Closed -$8.95K – 388
2022
Q4 		$8.95K Buy
+185
New +$8.94K ﹤0.01% 497

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

Destiny Wealth Partners's IJH Position: Q1 2026 in Review

Destiny Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q1 2026, selling an estimated $31.3K and leaving 15,449 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #97.

Destiny Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Destiny Wealth Partners held 15,449 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q1 2026.
  • Destiny Wealth Partners sold 451 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $31.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Destiny Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Destiny Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 5 quarters since.
  • Destiny Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.11M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.