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

EnRich Financial 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 Q2	$1.35M	Sell	17,468 -128	-0.7%	-$9.39K	0.32%	27
2026 Q1	$1.19M	Sell	17,596 -12	-0.1%	-$832	0.32%	27
2025 Q4	$1.16M	Sell	17,608 -102	-0.6%	-$6.68K	0.32%	25
2025 Q3	$1.16M	Buy	17,710 +54	+0.3%	+$3.47K	0.33%	25
2025 Q2	$1.1M	Buy	17,656 +4,442	+34%	+$261K	0.34%	25
2025 Q1	$771K	Buy	13,214 +4	+0%	+$248	0.26%	27
2024 Q4	$823K	Sell	13,210 -227	-2%	-$14.6K	0.27%	26
2024 Q3	$837K	Hold	13,437	–	–	0.28%	26
2024 Q2	$786K	Buy	13,437 +1,822	+16%	+$107K	0.29%	25
2024 Q1	$706K	Sell	11,615 -180	-2%	-$10.2K	0.26%	25
2023 Q4	$654K	Buy	+11,795	New	+$598K	0.27%	26

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EnRich Financial Partners's IJH Position: Q2 2026 in Review

EnRich Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.73% in Q2 2026, selling an estimated $9.39K and leaving 17,468 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #27.

EnRich Financial Partners first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

EnRich Financial Partners held 17,468 shares of iShares Core S&P Mid-Cap ETF worth $1.35M as of Q2 2026.
EnRich Financial Partners sold 128 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.39K.
iShares Core S&P Mid-Cap ETF made up 0.32% of EnRich Financial Partners's portfolio in Q2 2026, its #27 holding.
EnRich Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.