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

Fairway 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	$13.9M	Sell	206,482 -317	-0.2%	-$22K	3.68%	11
2025 Q4	$13.6M	Buy	206,799 +7,813	+4%	+$512K	3.68%	11
2025 Q3	$13M	Buy	198,986 +7,325	+4%	+$471K	3.64%	11
2025 Q2	$11.9M	Buy	191,661 +3,959	+2%	+$232K	3.8%	11
2025 Q1	$11M	Buy	187,702 +23,510	+14%	+$1.46M	4.05%	12
2024 Q4	$10.2M	Buy	164,192 +24,750	+18%	+$1.59M	4.61%	8
2024 Q3	$8.69M	Buy	139,442 +15,162	+12%	+$914K	4.41%	8
2024 Q2	$7.27M	Buy	124,280 +34,787	+39%	+$2.04M	4.29%	10
2024 Q1	$5.44M	Buy	89,493 +9,708	+12%	+$550K	3.69%	11
2023 Q4	$4.42M	Buy	+79,785	New	+$4.05M	3.39%	13

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

Fairway Wealth's IJH Position: Q1 2026 in Review

Fairway Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q1 2026, selling an estimated $22K and leaving 206,482 shares worth $13.9M. The position accounts for 3.68% of the portfolio, ranked #11.

Fairway Wealth first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fairway Wealth held 206,482 shares of iShares Core S&P Mid-Cap ETF worth $13.9M as of Q1 2026.
Fairway Wealth sold 317 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22K.
iShares Core S&P Mid-Cap ETF made up 3.68% of Fairway Wealth's portfolio in Q1 2026, its #11 holding.
Fairway Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.