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

Financial Network Wealth Management’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	$727K	Hold	10,776	–	–	0.23%	56
2025 Q4	$711K	Hold	10,776	–	–	0.22%	57
2025 Q3	$704K	Buy	+10,776	New	+$693K	0.22%	56
2025 Q1	$628K	Hold	10,776	–	–	0.22%	61
2024 Q4	$671K	Hold	10,776	–	–	0.24%	59
2024 Q3	$671K	Hold	10,776	–	–	0.24%	61
2024 Q2	$630K	Sell	10,776 -107	-1%	-$6.29K	0.24%	59
2024 Q1	$645K	Buy	10,883 +3	+0%	+$170	0.31%	39
2023 Q4	$603K	Sell	10,880 -12,585	-54%	-$638K	0.26%	54
2023 Q3	$1.15M	Sell	23,465 -450	-2%	-$23.6K	0.56%	35
2023 Q2	$1.3M	Buy	23,915 +1,535	+7%	+$76.3K	0.6%	33
2023 Q1	$1.12M	Buy	22,380 +670	+3%	+$34.1K	0.55%	40
2022 Q4	$1.05M	Buy	21,710 +3,825	+21%	+$185K	0.57%	41
2022 Q3	$784K	Sell	17,885 -2,280	-11%	-$110K	0.49%	36
2022 Q2	$912K	Sell	20,165 -695	-3%	-$34.3K	0.55%	31
2022 Q1	$1.12M	Buy	20,860 +2,555	+14%	+$136K	0.58%	29
2021 Q4	$1.04M	Buy	18,305 +3,485	+24%	+$194K	0.52%	31
2021 Q3	$780K	Buy	14,820 +1,530	+12%	+$82.3K	0.45%	31
2021 Q2	$714K	Buy	13,290 +4,915	+59%	+$265K	0.42%	33
2021 Q1	$436K	Sell	8,375 -880	-10%	-$43.9K	0.28%	45
2020 Q4	$425K	Buy	+9,255	New	+$390K	0.33%	43

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

Financial Network Wealth Management's IJH Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 10,776 shares worth $727K. The position accounts for 0.23% of the portfolio, ranked #56.

Financial Network Wealth Management first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q2 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Financial Network Wealth Management held 10,776 shares of iShares Core S&P Mid-Cap ETF worth $727K as of Q1 2026.
Financial Network Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.23% of Financial Network Wealth Management's portfolio in Q1 2026, its #56 holding.
Financial Network Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Financial Network Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.3M in Q2 2023.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.