Heritage Wealth Management (Texas)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Wealth Management (Texas)’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	$2.16M	Sell	32,035 -3,316	-9%	-$230K	0.92%	13
2025 Q4	$2.33M	Sell	35,351 -4,107	-10%	-$269K	1.01%	13
2025 Q3	$2.58M	Sell	39,458 -1,488	-4%	-$95.6K	1.14%	13
2025 Q2	$2.54M	Sell	40,946 -2,333	-5%	-$137K	1.26%	13
2025 Q1	$2.53M	Sell	43,279 -3,600	-8%	-$224K	1.46%	12
2024 Q4	$2.92M	Sell	46,879 -1,980	-4%	-$127K	1.72%	11
2024 Q3	$3.04M	Sell	48,859 -792	-2%	-$47.8K	1.77%	11
2024 Q2	$2.91M	Sell	49,651 -1,331	-3%	-$78.2K	1.81%	11
2024 Q1	$3.1M	Sell	50,982 -868	-2%	-$49.1K	2.01%	11
2023 Q4	$2.87M	Sell	51,850 -400	-0.8%	-$20.3K	2.03%	11
2023 Q3	$2.61M	Sell	52,250 -815	-2%	-$42.7K	2.37%	9
2023 Q2	$2.77M	Sell	53,065 -2,240	-4%	-$111K	2.46%	9
2023 Q1	$2.77M	Sell	55,305 -1,310	-2%	-$66.7K	2.66%	8
2022 Q4	$2.74M	Buy	+56,615	New	+$2.74M	2.78%	8

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Management (Texas)'s IJH Position: Q1 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q1 2026, selling an estimated $230K and leaving 32,035 shares worth $2.16M. The position accounts for 0.92% of the portfolio, ranked #13.

Heritage Wealth Management (Texas) first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.1M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Heritage Wealth Management (Texas) held 32,035 shares of iShares Core S&P Mid-Cap ETF worth $2.16M as of Q1 2026.
Heritage Wealth Management (Texas) sold 3,316 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $230K.
iShares Core S&P Mid-Cap ETF made up 0.92% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #13 holding.
Heritage Wealth Management (Texas) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Heritage Wealth Management (Texas)'s iShares Core S&P Mid-Cap ETF position peaked at $3.1M in Q1 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.