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FSB Premier Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FSB Premier Wealth Management’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 		$692K Sell
10,253
-904
-8% -$62.7K 0.22% 113
2025
Q4 		$736K Buy
11,157
+93
+0.8% +$6.09K 0.23% 103
2025
Q3 		$722K Buy
11,064
+4
+0% +$257 0.24% 101
2025
Q2 		$686K Buy
11,060
+695
+7% +$40.8K 0.24% 105
2025
Q1 		$605K Buy
10,365
+54
+0.5% +$3.35K 0.24% 114
2024
Q4 		$642K Buy
10,311
+955
+10% +$61.3K 0.26% 99
2024
Q3 		$583K Sell
9,356
-1,040
-10% -$62.7K 0.24% 106
2024
Q2 		$608K Sell
10,396
-1,113
-10% -$65.4K 0.27% 85
2024
Q1 		$699K Buy
11,509
+404
+4% +$22.9K 0.33% 70
2023
Q4 		$615K Sell
11,105
-515
-4% -$26.1K 0.31% 71
2023
Q3 		$580K Sell
11,620
-50
-0.4% -$2.62K 0.32% 69
2023
Q2 		$610K Sell
11,670
-610
-5% -$30.3K 0.33% 65
2023
Q1 		$614K Sell
12,280
-290
-2% -$14.8K 0.34% 65
2022
Q4 		$608K Sell
12,570
-550
-4% -$26.6K 0.33% 66
2022
Q3 		$575K Sell
13,120
-440
-3% -$21.3K 0.34% 63
2022
Q2 		$613K Sell
13,560
-110
-0.8% -$5.43K 0.34% 62
2022
Q1 		$700K Buy
13,670
+3,990
+41% +$212K 0.35% 59
2021
Q4 		$548K Hold
9,680
– – 0.23% 77
2021
Q3 		$509K Sell
9,680
-1,510
-13% -$81.2K 0.25% 71
2021
Q2 		$601K Sell
11,190
-4,325
-28% -$234K 0.31% 57
2021
Q1 		$807K Sell
15,515
-18,240
-54% -$911K 0.43% 41
2020
Q4 		$1.55M Buy
+33,755
New +$1.42M 0.83% 32

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSB Premier Wealth Management's IJH Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.1% in Q1 2026, selling an estimated $62.7K and leaving 10,253 shares worth $692K. The position accounts for 0.22% of the portfolio, ranked #113.

FSB Premier Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • FSB Premier Wealth Management held 10,253 shares of iShares Core S&P Mid-Cap ETF worth $692K as of Q1 2026.
  • FSB Premier Wealth Management sold 904 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $62.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of FSB Premier Wealth Management's portfolio in Q1 2026, its #113 holding.
  • FSB Premier Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.55M in Q4 2020.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.