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

Forefront Wealth Partners’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	$3.37M	Sell	43,714 -75	-0.2%	-$5.5K	1.04%	25
2026 Q1	$2.96M	Buy	43,789 +5,372	+14%	+$373K	1.24%	16
2025 Q4	$2.54M	Buy	38,417 +1,773	+5%	+$116K	1.2%	20
2025 Q3	$2.39M	Buy	36,644 +6,028	+20%	+$387K	0.6%	45
2025 Q2	$1.91M	Sell	30,616 -3,237	-10%	-$190K	1.31%	23
2025 Q1	$1.98M	Buy	33,853 +3,757	+12%	+$233K	1.34%	20
2024 Q4	$1.88M	Buy	+30,096	New	+$1.93M	1.4%	20

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

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

Forefront Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q2 2026, selling an estimated $5.5K and leaving 43,714 shares worth $3.37M. The position accounts for 1.04% of the portfolio, ranked #25.

Forefront Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Forefront Wealth Partners held 43,714 shares of iShares Core S&P Mid-Cap ETF worth $3.37M as of Q2 2026.
Forefront Wealth Partners sold 75 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.5K.
iShares Core S&P Mid-Cap ETF made up 1.04% of Forefront Wealth Partners's portfolio in Q2 2026, its #25 holding.
Forefront Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.