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 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 $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

Focus Partners Wealth's IJH Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2026, buying an estimated $3.81M and bringing the position to 2,471,080 shares worth $167M. The position accounts for 0.19% of the portfolio, ranked #120.

Focus Partners 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.

Focus Partners Wealth held 2,471,080 shares of iShares Core S&P Mid-Cap ETF worth $167M as of Q1 2026.
Focus Partners Wealth bought 54,870 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.81M.
iShares Core S&P Mid-Cap ETF made up 0.19% of Focus Partners Wealth's portfolio in Q1 2026, its #120 holding.
Focus Partners 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.