FWI
IJH icon

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

Facet Wealth Inc’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 		$686K Buy
10,165
+3,034
+43% +$210K 0.01% 138
2025
Q4 		$495K Buy
7,131
+488
+7% +$32K 0.01% 156
2025
Q3 		$434K Buy
6,643
+179
+3% +$11.5K 0.01% 127
2025
Q2 		$407K Buy
6,464
+1,443
+29% +$84.7K 0.01% 107
2025
Q1 		$294K Sell
5,021
-654
-12% -$40.6K 0.01% 111
2024
Q4 		$363K Sell
5,675
-1,371
-19% -$87.9K 0.01% 102
2024
Q3 		$437K Sell
7,046
-2,896
-29% -$175K 0.01% 95
2024
Q2 		$612K Buy
9,942
+3,623
+57% +$213K 0.02% 73
2024
Q1 		$375K Buy
6,319
+429
+7% +$24.3K 0.01% 83
2023
Q4 		$323K Sell
5,890
-140
-2% -$7.1K 0.01% 81
2023
Q3 		$285K Sell
6,030
-470
-7% -$24.6K 0.01% 78
2023
Q2 		$349K Sell
6,500
-255
-4% -$12.7K 0.02% 68
2023
Q1 		$338K Buy
6,755
+30
+0.4% +$1.53K 0.02% 61
2022
Q4 		$354K Sell
6,725
-1,140
-14% -$55.1K 0.02% 53
2022
Q3 		$381K Sell
7,865
-575
-7% -$27.8K 0.03% 51
2022
Q2 		$382K Buy
8,440
+3,625
+75% +$179K 0.03% 53
2022
Q1 		$259K Buy
4,815
+765
+19% +$40.7K 0.02% 57
2021
Q4 		$229K Sell
4,050
-100
-2% -$5.57K 0.02% 68
2021
Q3 		$218K Buy
+4,150
New +$223K 0.02% 57

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

Facet Wealth Inc's IJH Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 43% in Q1 2026, buying an estimated $210K and bringing the position to 10,165 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #138.

Facet Wealth Inc first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Facet Wealth Inc held 10,165 shares of iShares Core S&P Mid-Cap ETF worth $686K as of Q1 2026.
  • Facet Wealth Inc bought 3,034 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $210K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #138 holding.
  • Facet Wealth Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.