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

Inman Jager 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	$4.14M	Sell	61,317 -819	-1%	-$56.8K	2.42%	8
2025 Q4	$4.1M	Buy	62,136 +132	+0.2%	+$8.65K	2.51%	7
2025 Q3	$4.05M	Sell	62,004 -2,324	-4%	-$149K	2.58%	8
2025 Q2	$3.99M	Sell	64,328 -1,023	-2%	-$60.1K	2.7%	6
2025 Q1	$3.81M	Sell	65,351 -2,259	-3%	-$140K	2.86%	5
2024 Q4	$4.21M	Buy	+67,610	New	+$4.34M	3.28%	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

Inman Jager Wealth Management's IJH Position: Q1 2026 in Review

Inman Jager Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, selling an estimated $56.8K and leaving 61,317 shares worth $4.14M. The position accounts for 2.42% of the portfolio, ranked #8.

Inman Jager Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.21M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Inman Jager Wealth Management held 61,317 shares of iShares Core S&P Mid-Cap ETF worth $4.14M as of Q1 2026.
Inman Jager Wealth Management sold 819 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $56.8K.
iShares Core S&P Mid-Cap ETF made up 2.42% of Inman Jager Wealth Management's portfolio in Q1 2026, its #8 holding.
Inman Jager Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.21M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.