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

Inlet Private 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 Q1	$266K	Buy	3,940 +60	+2%	+$4.16K	0.07%	117
2025 Q4	$256K	Hold	3,880	–	–	0.06%	119
2025 Q3	$253K	Buy	+3,880	New	+$249K	0.06%	123
2025 Q2	–	Sell	-3,465	Closed	-$202K	–	132
2025 Q1	$202K	Buy	+3,465	New	+$215K	0.05%	126

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

Inlet Private Wealth's IJH Position: Q1 2026 in Review

Inlet Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q1 2026, buying an estimated $4.16K and bringing the position to 3,940 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #117.

Inlet Private Wealth first reported a position in IJH in Q1 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Inlet Private Wealth held 3,940 shares of iShares Core S&P Mid-Cap ETF worth $266K as of Q1 2026.
Inlet Private Wealth bought 60 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.16K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Inlet Private Wealth's portfolio in Q1 2026, its #117 holding.
Inlet Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.