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

Focus Partners 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	$189M	Sell	2,454,535 -16,545	-0.7%	-$1.21M	0.19%	107
2026 Q1	$167M	Buy	2,471,080 +54,870	+2%	+$3.81M	0.19%	120
2025 Q4	$159M	Buy	2,416,210 +412,499	+21%	+$27M	0.18%	113
2025 Q3	$131M	Buy	2,003,711 +111,367	+6%	+$7.16M	0.21%	85
2025 Q2	$117M	Buy	1,892,344 +181,756	+11%	+$10.7M	0.25%	79
2025 Q1	$99.8M	Buy	1,710,588 +134,969	+9%	+$8.38M	0.25%	86
2024 Q4	$98.2M	Buy	1,575,619 +1,037,435	+193%	+$66.5M	0.25%	81
2024 Q3	$33.5M	Sell	538,184 -1,882,320	-78%	-$114M	0.11%	190
2024 Q2	$142M	Buy	2,420,504 +1,254,338	+108%	+$73.7M	0.48%	48
2024 Q1	$70.8M	Buy	1,166,166 +693,836	+147%	+$39.3M	0.58%	35
2023 Q4	$26.2M	Buy	+472,330	New	+$24M	0.34%	79

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

Focus Partners Wealth's IJH Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.67% in Q2 2026, selling an estimated $1.21M and leaving 2,454,535 shares worth $189M. The position accounts for 0.19% of the portfolio, ranked #107.

Focus Partners Wealth first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Focus Partners Wealth held 2,454,535 shares of iShares Core S&P Mid-Cap ETF worth $189M as of Q2 2026.
Focus Partners Wealth sold 16,545 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.21M.
iShares Core S&P Mid-Cap ETF made up 0.19% of Focus Partners Wealth's portfolio in Q2 2026, its #107 holding.
Focus Partners Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.