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

Impact Partnership 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	$353K	Buy	+4,581	New	+$336K	0.03%	314
2024 Q2	–	Sell	-1,455	Closed	-$88.4K	–	441
2024 Q1	$88.4K	Sell	1,455 -15	-1%	-$849	0.04%	273
2023 Q4	$81.5K	Buy	1,470 +1,165	+382%	+$59.1K	0.03%	277
2023 Q3	$15.2K	Buy	305 +265	+663%	+$13.9K	﹤0.01%	518
2023 Q2	$2.09K	Buy	+40	New	+$1.99K	﹤0.01%	651

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

Impact Partnership Wealth's IJH Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 4,581 shares worth $353K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in IJH as recently as Q1 2024.

Impact Partnership Wealth first reported a position in IJH in Q2 2023 and has held it in 5 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Impact Partnership Wealth held 4,581 shares of iShares Core S&P Mid-Cap ETF worth $353K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Impact Partnership Wealth position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #314 holding.
Impact Partnership Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 5 quarters since.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.