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 Q2	$791K	Buy	10,256 +3	+0%	+$220	0.22%	114
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 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

FSB Premier Wealth Management's IJH Position: Q2 2026 in Review

FSB Premier Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.03% in Q2 2026, buying an estimated $220 and bringing the position to 10,256 shares worth $791K. The position accounts for 0.22% of the portfolio, ranked #114.

FSB Premier Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q4 2020. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

FSB Premier Wealth Management held 10,256 shares of iShares Core S&P Mid-Cap ETF worth $791K as of Q2 2026.
FSB Premier Wealth Management bought 3 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $220.
iShares Core S&P Mid-Cap ETF made up 0.22% of FSB Premier Wealth Management's portfolio in Q2 2026, its #114 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 23 quarters since.
FSB Premier Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.55M in Q4 2020.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.