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

Endeavor Private 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 Q1	$1.71M	Sell	25,318 -501	-2%	-$34.8K	0.49%	63
2025 Q4	$1.7M	Sell	25,819 -974	-4%	-$63.8K	0.49%	62
2025 Q3	$1.75M	Buy	26,793 +23,473	+707%	+$1.51M	0.54%	53
2025 Q2	$206K	Buy	+3,320	New	+$195K	0.1%	129
2025 Q1	–	Sell	-827	Closed	-$51.5K	–	174
2024 Q4	$51.5K	Buy	+827	New	+$53K	0.05%	115

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

Endeavor Private Wealth's IJH Position: Q1 2026 in Review

Endeavor Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, selling an estimated $34.8K and leaving 25,318 shares worth $1.71M. The position accounts for 0.49% of the portfolio, ranked #63.

Endeavor Private Wealth first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Endeavor Private Wealth held 25,318 shares of iShares Core S&P Mid-Cap ETF worth $1.71M as of Q1 2026.
Endeavor Private Wealth sold 501 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.8K.
iShares Core S&P Mid-Cap ETF made up 0.49% of Endeavor Private Wealth's portfolio in Q1 2026, its #63 holding.
Endeavor Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Endeavor Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.75M in Q3 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.