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

IAG 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	$415K	Sell	6,143 -18	-0.3%	-$1.25K	0.05%	88
2025 Q4	$407K	Sell	6,161 -331	-5%	-$21.7K	0.05%	88
2025 Q3	$424K	Sell	6,492 -775	-11%	-$49.8K	0.05%	85
2025 Q2	$451K	Sell	7,267 -721	-9%	-$42.3K	0.06%	82
2025 Q1	$466K	Hold	7,988	–	–	0.07%	77
2024 Q4	$498K	Sell	7,988 -48	-0.6%	-$3.08K	0.09%	70
2024 Q3	$501K	Buy	8,036 +696	+9%	+$42K	0.09%	64
2024 Q2	$430K	Buy	7,340 +1,260	+21%	+$74K	0.09%	70
2024 Q1	$369K	Hold	6,080	–	–	0.08%	69
2023 Q4	$337K	Buy	6,080 +210	+4%	+$10.7K	0.08%	66
2023 Q3	$293K	Sell	5,870 -230	-4%	-$12.1K	0.08%	67
2023 Q2	$319K	Hold	6,100	–	–	0.08%	67
2023 Q1	$305K	Sell	6,100 -860	-12%	-$43.8K	0.08%	59
2022 Q4	$337K	Buy	6,960 +4,190	+151%	+$202K	0.1%	57
2022 Q3	$121K	Buy	2,770 +145	+6%	+$7.01K	0.04%	80
2022 Q2	$119K	Buy	2,625 +280	+12%	+$13.8K	0.04%	82
2022 Q1	$126K	Hold	2,345	–	–	0.04%	83
2021 Q4	$133K	Sell	2,345 -95	-4%	-$5.29K	0.04%	72
2021 Q3	$129K	Sell	2,440 -80	-3%	-$4.3K	0.05%	67
2021 Q2	$136K	Sell	2,520 -260	-9%	-$14K	0.05%	63
2021 Q1	$145K	Sell	2,780 -3,145	-53%	-$157K	0.06%	60
2020 Q4	$273K	Sell	5,925 -2,015	-25%	-$84.9K	0.11%	45
2020 Q3	$295K	Sell	7,940 -1,030	-11%	-$38.5K	0.14%	41
2020 Q2	$320K	Sell	8,970 -4,320	-33%	-$143K	0.16%	42
2020 Q1	$383K	Sell	13,290 -4,175	-24%	-$155K	0.26%	37
2019 Q4	$719K	Buy	+17,465	New	+$692K	0.47%	29

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

IAG Wealth Partners's IJH Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.29% in Q1 2026, selling an estimated $1.25K and leaving 6,143 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #88.

IAG Wealth Partners first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $719K in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

IAG Wealth Partners held 6,143 shares of iShares Core S&P Mid-Cap ETF worth $415K as of Q1 2026.
IAG Wealth Partners sold 18 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.25K.
iShares Core S&P Mid-Cap ETF made up 0.05% of IAG Wealth Partners's portfolio in Q1 2026, its #88 holding.
IAG Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $719K in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.