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

Gen-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	$774K	Sell	10,041 -11	-0.1%	-$807	0.22%	99
2026 Q1	$679K	Buy	10,052 +16	+0.2%	+$1.11K	0.21%	97
2025 Q4	$662K	Buy	10,036 +206	+2%	+$13.5K	0.21%	89
2025 Q3	$642K	Hold	9,830	–	–	0.22%	107
2025 Q2	$610K	Hold	9,830	–	–	0.24%	107
2025 Q1	$574K	Hold	9,830	–	–	0.24%	112
2024 Q4	$613K	Hold	9,830	–	–	0.26%	96
2024 Q3	$617K	Hold	9,830	–	–	0.27%	89
2024 Q2	$575K	Buy	9,830 +8,205	+505%	+$482K	0.28%	84
2024 Q1	$98.7K	Buy	+1,625	New	+$92K	0.05%	301

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

Gen-Wealth Partners's IJH Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.11% in Q2 2026, selling an estimated $807 and leaving 10,041 shares worth $774K. The position accounts for 0.22% of the portfolio, ranked #99.

Gen-Wealth Partners first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gen-Wealth Partners held 10,041 shares of iShares Core S&P Mid-Cap ETF worth $774K as of Q2 2026.
Gen-Wealth Partners sold 11 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $807.
iShares Core S&P Mid-Cap ETF made up 0.22% of Gen-Wealth Partners's portfolio in Q2 2026, its #99 holding.
Gen-Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.