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

High Note Wealth’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	$1.25M	Sell	16,218 -44	-0.3%	-$3.23K	0.21%	64
2026 Q1	$1.1M	Buy	16,262 +127	+0.8%	+$8.81K	0.22%	65
2025 Q4	$1.06M	Hold	16,135	–	–	0.21%	63
2025 Q3	$1.05M	Hold	16,135	–	–	0.21%	63
2025 Q2	$1M	Sell	16,135 -345	-2%	-$20.3K	0.23%	60
2025 Q1	$962K	Sell	16,480 -300	-2%	-$18.6K	0.24%	50
2024 Q4	$1.05M	Hold	16,780	–	–	0.27%	48
2024 Q3	$1.05M	Sell	16,780 -185	-1%	-$11.2K	0.3%	49
2024 Q2	$993K	Buy	16,965 +95	+0.6%	+$5.58K	0.3%	49
2024 Q1	$1.02M	Buy	16,870 +300	+2%	+$17K	0.33%	48
2023 Q4	$918K	Hold	16,570	–	–	0.35%	51
2023 Q3	$826K	Hold	16,570	–	–	0.34%	53
2023 Q2	$867K	Hold	16,570	–	–	0.35%	48
2023 Q1	$829K	Hold	16,570	–	–	0.34%	53
2022 Q4	$802K	Hold	16,570	–	–	0.34%	55
2022 Q3	$790K	Buy	+16,570	New	+$801K	0.32%	58
2022 Q1	–	Sell	-5,915	Closed	-$334K	–	94
2021 Q4	$334K	Hold	5,915	–	–	0.11%	71
2021 Q3	$311K	Hold	5,915	–	–	0.11%	73
2021 Q2	$317K	Hold	5,915	–	–	0.12%	71
2021 Q1	$307K	Sell	5,915 -145	-2%	-$7.24K	0.12%	70
2020 Q4	$278K	Buy	+6,060	New	+$255K	0.12%	70

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

High Note Wealth's IJH Position: Q2 2026 in Review

High Note Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.27% in Q2 2026, selling an estimated $3.23K and leaving 16,218 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #64.

High Note Wealth first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

High Note Wealth held 16,218 shares of iShares Core S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
High Note Wealth sold 44 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.23K.
iShares Core S&P Mid-Cap ETF made up 0.21% of High Note Wealth's portfolio in Q2 2026, its #64 holding.
High Note Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.