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

Innovative Wealth Building’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 Q3	$1M	Sell	13,920 -1,016	-7%	-$76.7K	0.55%	30
2026 Q2	$1.15M	Buy	14,936 +1,463	+11%	+$107K	0.67%	25
2026 Q1	$910K	Sell	13,473 -38	-0.3%	-$2.64K	0.64%	28
2025 Q4	$892K	Buy	13,511 +1,383	+11%	+$90.6K	0.65%	27
2025 Q3	$791K	Sell	12,128 -660	-5%	-$42.4K	0.62%	28
2025 Q2	$793K	Buy	12,788 +9	+0.1%	+$528	0.66%	28
2025 Q1	$746K	Buy	12,779 +344	+3%	+$21.4K	0.69%	30
2024 Q4	$775K	Buy	+12,435	New	+$798K	0.7%	26

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Innovative Wealth Building's IJH Position: Q3 2026 in Review

Innovative Wealth Building reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q3 2026, selling an estimated $76.7K and leaving 13,920 shares worth $1M. The position accounts for 0.55% of the portfolio, ranked #30.

Innovative Wealth Building first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Innovative Wealth Building held 13,920 shares of iShares Core S&P Mid-Cap ETF worth $1M as of Q3 2026.
Innovative Wealth Building sold 1,016 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $76.7K.
iShares Core S&P Mid-Cap ETF made up 0.55% of Innovative Wealth Building's portfolio in Q3 2026, its #30 holding.
Innovative Wealth Building first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's iShares Core S&P Mid-Cap ETF position peaked at $1.15M in Q2 2026.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.