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

FourThought Financial 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	$800K	Sell	10,369 -427	-4%	-$31.3K	0.06%	159
2026 Q1	$729K	Buy	10,796 +505	+5%	+$35K	0.06%	156
2025 Q4	$679K	Hold	10,291	–	–	0.06%	174
2025 Q3	$672K	Sell	10,291 -198	-2%	-$12.7K	0.06%	165
2025 Q2	$651K	Hold	10,489	–	–	0.06%	167
2025 Q1	$612K	Sell	10,489 -156	-1%	-$9.69K	0.06%	165
2024 Q4	$663K	Sell	10,645 -258	-2%	-$16.5K	0.07%	160
2024 Q3	$679K	Buy	10,903 +432	+4%	+$26.1K	0.08%	123
2024 Q2	$613K	Sell	10,471 -63	-0.6%	-$3.7K	0.08%	135
2024 Q1	$640K	Sell	10,534 -66	-0.6%	-$3.74K	0.07%	172
2023 Q4	$587K	Buy	10,600 +920	+10%	+$46.7K	0.07%	178
2023 Q3	$483K	Buy	9,680 +75	+0.8%	+$3.93K	0.07%	188
2023 Q2	$502K	Sell	9,605 -200	-2%	-$9.94K	0.07%	190
2023 Q1	$491K	Buy	9,805 +10	+0.1%	+$509	0.07%	186
2022 Q4	$474K	Buy	+9,795	New	+$473K	0.07%	191

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FourThought Financial Partners's IJH Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q2 2026, selling an estimated $31.3K and leaving 10,369 shares worth $800K. The position accounts for 0.06% of the portfolio, ranked #159.

FourThought Financial Partners first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

FourThought Financial Partners held 10,369 shares of iShares Core S&P Mid-Cap ETF worth $800K as of Q2 2026.
FourThought Financial Partners sold 427 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $31.3K.
iShares Core S&P Mid-Cap ETF made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #159 holding.
FourThought Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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