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 Q2	$420K	Sell	5,445 -698	-11%	-$51.2K	0.04%	97
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 $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

IAG Wealth Partners's IJH Position: Q2 2026 in Review

IAG Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $51.2K and leaving 5,445 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #97.

IAG Wealth Partners first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $719K in Q4 2019. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

IAG Wealth Partners held 5,445 shares of iShares Core S&P Mid-Cap ETF worth $420K as of Q2 2026.
IAG Wealth Partners sold 698 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $51.2K.
iShares Core S&P Mid-Cap ETF made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #97 holding.
IAG Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $719K in Q4 2019.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.