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

Flagship Private 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
Q2 		$9.36M Buy
121,421
+941
+0.8% +$69K 3.31% 9
2026
Q1 		$8.14M Sell
120,480
-1,509
-1% -$105K 3.3% 9
2025
Q4 		$8.05M Sell
121,989
-10,170
-8% -$666K 3.16% 10
2025
Q3 		$8.62M Buy
132,159
+30,723
+30% +$1.97M 3.47% 9
2025
Q2 		$6.29M Buy
101,436
+1,225
+1% +$71.9K 2.67% 12
2025
Q1 		$5.85M Sell
100,211
-1,421
-1% -$88.2K 2.78% 12
2024
Q4 		$6.33M Buy
101,632
+8,564
+9% +$549K 3.05% 10
2024
Q3 		$5.8M Buy
93,068
+7,930
+9% +$478K 2.99% 9
2024
Q2 		$4.98M Buy
85,138
+6,636
+8% +$390K 2.95% 9
2024
Q1 		$4.77M Buy
78,502
+2,027
+3% +$115K 3.08% 8
2023
Q4 		$4.24M Buy
76,475
+3,945
+5% +$200K 3.26% 9
2023
Q3 		$3.62M Buy
72,530
+225
+0.3% +$11.8K 3.19% 9
2023
Q2 		$3.78M Sell
72,305
-150
-0.2% -$7.46K 3.13% 9
2023
Q1 		$3.63M Sell
72,455
-1,505
-2% -$76.7K 3.24% 9
2022
Q4 		$3.58M Buy
73,960
+275
+0.4% +$13.3K 3.34% 8
2022
Q3 		$3.23M Sell
73,685
-1,670
-2% -$80.7K 3.33% 8
2022
Q2 		$3.41M Sell
75,355
-5,555
-7% -$274K 3.31% 7
2022
Q1 		$4.34M Sell
80,910
-8,515
-10% -$453K 3.56% 7
2021
Q4 		$5.06M Buy
89,425
+1,025
+1% +$57.1K 3.7% 8
2021
Q3 		$4.65M Sell
88,400
-2,685
-3% -$144K 3.72% 8
2021
Q2 		$4.88M Buy
91,085
+1,060
+1% +$57.2K 3.71% 6
2021
Q1 		$4.79M Buy
90,025
+4,045
+5% +$202K 4% 6
2020
Q4 		$4.06M Buy
+85,980
New +$3.62M 3.77% 6

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Flagship Private Wealth's IJH Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.78% in Q2 2026, buying an estimated $69K and bringing the position to 121,421 shares worth $9.36M. The position accounts for 3.31% of the portfolio, ranked #9.

Flagship Private Wealth first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Flagship Private Wealth held 121,421 shares of iShares Core S&P Mid-Cap ETF worth $9.36M as of Q2 2026.
  • Flagship Private Wealth bought 941 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $69K.
  • iShares Core S&P Mid-Cap ETF made up 3.31% of Flagship Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Flagship Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.