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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
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
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

Gen-Wealth Partners's IJH Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q1 2026, buying an estimated $1.11K and bringing the position to 10,052 shares worth $679K. The position accounts for 0.21% of the portfolio, ranked #97.

Gen-Wealth Partners first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Gen-Wealth Partners held 10,052 shares of iShares Core S&P Mid-Cap ETF worth $679K as of Q1 2026.
  • Gen-Wealth Partners bought 16 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.11K.
  • iShares Core S&P Mid-Cap ETF made up 0.21% of Gen-Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Gen-Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.