Envestnet Portfolio Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Envestnet Portfolio Solutions’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	$24.8M	Sell	322,024 -8,543	-3%	-$627K	0.12%	111
2026 Q1	$22.3M	Sell	330,567 -176,936	-35%	-$12.3M	0.12%	105
2025 Q4	$33.5M	Buy	507,503 +19,164	+4%	+$1.26M	0.12%	89
2025 Q3	$31.9M	Sell	488,339 -30,573	-6%	-$1.96M	0.12%	95
2025 Q2	$32.2M	Sell	518,912 -109,376	-17%	-$6.42M	0.12%	88
2025 Q1	$36.7M	Buy	628,288 +10,372	+2%	+$644K	0.14%	84
2024 Q4	$38.5M	Buy	617,916 +99,747	+19%	+$6.4M	0.13%	89
2024 Q3	$32.3M	Sell	518,169 -43,906	-8%	-$2.65M	0.1%	99
2024 Q2	$32.9M	Sell	562,075 -60,999	-10%	-$3.58M	0.11%	97
2024 Q1	$37.8M	Buy	623,074 +94,019	+18%	+$5.32M	0.14%	84
2023 Q4	$29.3M	Sell	529,055 -1,038,900	-66%	-$52.7M	0.12%	96
2023 Q3	$78.2M	Buy	+1,567,955	New	+$82.2M	0.37%	47

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

Envestnet Portfolio Solutions's IJH Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $627K and leaving 322,024 shares worth $24.8M. The position accounts for 0.12% of the portfolio, ranked #111.

Envestnet Portfolio Solutions first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. The position peaked at $78.2M in Q3 2023. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Envestnet Portfolio Solutions held 322,024 shares of iShares Core S&P Mid-Cap ETF worth $24.8M as of Q2 2026.
Envestnet Portfolio Solutions sold 8,543 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $627K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #111 holding.
Envestnet Portfolio Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Core S&P Mid-Cap ETF position peaked at $78.2M in Q3 2023.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.