EW
IJH icon

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

Element Wealth’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
Q2 		$4.2M Sell
54,411
-837
-2% -$61.4K 1.57% 13
2026
Q1 		$3.73M Sell
55,248
-10,844
-16% -$752K 1.54% 14
2025
Q4 		$4.36M Buy
66,092
+1,190
+2% +$78K 1.8% 11
2025
Q3 		$4.24M Buy
64,902
+2,877
+5% +$185K 1.84% 11
2025
Q2 		$3.85M Buy
62,025
+1,404
+2% +$82.4K 1.77% 13
2025
Q1 		$3.54M Sell
60,621
-1,054
-2% -$65.5K 1.9% 12
2024
Q4 		$3.84M Buy
61,675
+610
+1% +$39.1K 2.01% 10
2024
Q3 		$3.81M Sell
61,065
-806
-1% -$48.6K 2.02% 10
2024
Q2 		$3.62M Sell
61,871
-5,728
-8% -$337K 2.04% 11
2024
Q1 		$4.11M Sell
67,599
-576
-0.8% -$32.6K 2.4% 8
2023
Q4 		$3.78M Sell
68,175
-1,970
-3% -$99.9K 2.37% 8
2023
Q3 		$3.5M Sell
70,145
-2,785
-4% -$146K 2.52% 8
2023
Q2 		$3.81M Sell
72,930
-1,955
-3% -$97.2K 2.66% 7
2023
Q1 		$3.75M Buy
74,885
+1,285
+2% +$65.5K 2.79% 8
2022
Q4 		$3.56M Sell
73,600
-3,045
-4% -$147K 2.91% 8
2022
Q3 		$3.36M Buy
76,645
+490
+0.6% +$23.7K 3.1% 7
2022
Q2 		$3.45M Sell
76,155
-1,435
-2% -$70.8K 3.43% 7
2022
Q1 		$4.16M Sell
77,590
-2,580
-3% -$137K 3.36% 7
2021
Q4 		$4.54M Sell
80,170
-11,260
-12% -$627K 3.43% 9
2021
Q3 		$4.81M Buy
91,430
+7,625
+9% +$410K 3.84% 7
2021
Q2 		$4.5M Sell
83,805
-1,155
-1% -$62.4K 3.51% 8
2021
Q1 		$4.42M Buy
84,960
+790
+0.9% +$39.5K 3.68% 7
2020
Q4 		$3.87M Sell
84,170
-2,455
-3% -$103K 3.58% 5
2020
Q3 		$3.21M Sell
86,625
-3,080
-3% -$115K 3.43% 7
2020
Q2 		$3.19M Buy
89,705
+2,775
+3% +$92.2K 3.66% 6
2020
Q1 		$2.5M Buy
86,930
+5,590
+7% +$208K 3.46% 8
2019
Q4 		$3.35M Buy
+81,340
New +$3.22M 3.43% 11

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Element Wealth's IJH Position: Q2 2026 in Review

Element Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, selling an estimated $61.4K and leaving 54,411 shares worth $4.2M. The position accounts for 1.57% of the portfolio, ranked #13.

Element Wealth first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.81M in Q3 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Element Wealth held 54,411 shares of iShares Core S&P Mid-Cap ETF worth $4.2M as of Q2 2026.
  • Element Wealth sold 837 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Core S&P Mid-Cap ETF made up 1.57% of Element Wealth's portfolio in Q2 2026, its #13 holding.
  • Element Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Element Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4.81M in Q3 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.