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 Q2	$280K	Sell	3,625 -315	-8%	-$23.1K	0.07%	121
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 $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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Inlet Private Wealth's IJH Position: Q2 2026 in Review

Inlet Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q2 2026, selling an estimated $23.1K and leaving 3,625 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #121.

Inlet Private Wealth first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Inlet Private Wealth held 3,625 shares of iShares Core S&P Mid-Cap ETF worth $280K as of Q2 2026.
Inlet Private Wealth sold 315 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $23.1K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Inlet Private Wealth's portfolio in Q2 2026, its #121 holding.
Inlet Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.