Independent Solutions Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Independent Solutions Wealth Management’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	$10.2M	Buy	151,633 +15,411	+11%	+$1.07M	1.51%	12
2025 Q4	$8.99M	Sell	136,222 -5,200	-4%	-$341K	1.65%	16
2025 Q3	$9.23M	Sell	141,422 -437	-0.3%	-$28.1K	1.64%	15
2025 Q2	$8.86M	Buy	141,859 +1,072	+0.8%	+$62.9K	1.73%	14
2025 Q1	$8.28M	Buy	140,787 +1,266	+0.9%	+$78.6K	1.85%	13
2024 Q4	$8.69M	Sell	139,521 -31,406	-18%	-$2.01M	1.9%	12
2024 Q3	$10.7M	Sell	170,927 -4,639	-3%	-$280K	2.41%	9
2024 Q2	$10.3M	Buy	175,566 +1,312	+0.8%	+$77.1K	2.35%	10
2024 Q1	$10.6M	Sell	174,254 -1,681	-1%	-$95.2K	2.51%	8
2023 Q4	$9.75M	Buy	175,935 +1,925	+1%	+$97.6K	2.5%	8
2023 Q3	$8.68M	Sell	174,010 -1,290	-0.7%	-$67.6K	2.25%	10
2023 Q2	$9.17M	Sell	175,300 -2,515	-1%	-$125K	2.31%	10
2023 Q1	$8.9M	Sell	177,815 -8,140	-4%	-$415K	2.62%	9
2022 Q4	$9M	Buy	185,955 +10,410	+6%	+$503K	2.74%	7
2022 Q3	$7.7M	Sell	175,545 -3,050	-2%	-$147K	2.52%	10
2022 Q2	$8.08M	Sell	178,595 -7,925	-4%	-$391K	2.52%	10
2022 Q1	$10M	Sell	186,520 -2,895	-2%	-$154K	2.36%	10
2021 Q4	$10.7M	Sell	189,415 -3,195	-2%	-$178K	2.53%	9
2021 Q3	$10.1M	Sell	192,610 -20,975	-10%	-$1.13M	2.51%	9
2021 Q2	$11.5M	Sell	213,585 -5,360	-2%	-$289K	2.79%	7
2021 Q1	$11.4M	Sell	218,945 -2,205	-1%	-$110K	3.13%	7
2020 Q4	$10.2M	Buy	221,150 +6,655	+3%	+$280K	3.17%	6
2020 Q3	$7.95M	Sell	214,495 -6,310	-3%	-$236K	3.03%	8
2020 Q2	$7.85M	Sell	220,805 -9,865	-4%	-$328K	3.36%	6
2020 Q1	$6.64M	Buy	230,670 +19,890	+9%	+$739K	3.67%	6
2019 Q4	$8.68M	Buy	+210,780	New	+$8.35M	3.84%	5

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

Independent Solutions Wealth Management's IJH Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, buying an estimated $1.07M and bringing the position to 151,633 shares worth $10.2M. The position accounts for 1.51% of the portfolio, ranked #12.

Independent Solutions Wealth Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.5M in Q2 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Independent Solutions Wealth Management held 151,633 shares of iShares Core S&P Mid-Cap ETF worth $10.2M as of Q1 2026.
Independent Solutions Wealth Management bought 15,411 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.07M.
iShares Core S&P Mid-Cap ETF made up 1.51% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #12 holding.
Independent Solutions Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Independent Solutions Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $11.5M in Q2 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.