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 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 $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

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

Forefront Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q1 2026, buying an estimated $373K and bringing the position to 43,789 shares worth $2.96M. The position accounts for 1.24% of the portfolio, ranked #16.

Forefront Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Forefront Wealth Partners held 43,789 shares of iShares Core S&P Mid-Cap ETF worth $2.96M as of Q1 2026.
Forefront Wealth Partners bought 5,372 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $373K.
iShares Core S&P Mid-Cap ETF made up 1.24% of Forefront Wealth Partners's portfolio in Q1 2026, its #16 holding.
Forefront Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.