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

Institute for 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 Q2	$89.1K	Buy	+1,156	New	+$84.8K	0.01%	709
2021 Q2	–	Sell	-8,560	Closed	-$446K	–	495
2021 Q1	$446K	Sell	8,560 -10,630	-55%	-$531K	0.08%	285
2020 Q4	$882K	Buy	19,190 +2,270	+13%	+$95.6K	0.18%	152
2020 Q3	$627K	Sell	16,920 -390	-2%	-$14.6K	0.14%	189
2020 Q2	$616K	Buy	+17,310	New	+$575K	0.15%	192
2020 Q1	–	Sell	-4,585	Closed	-$189K	–	521
2019 Q4	$189K	Buy	+4,585	New	+$182K	0.04%	429
2019 Q3	–	Sell	-7,420	Closed	-$288K	–	448
2019 Q2	$288K	Buy	+7,420	New	+$284K	0.06%	364
2018 Q1	–	Sell	-34,585	Closed	-$1.31M	–	321
2017 Q4	$1.31M	Buy	+34,585	New	+$1.28M	0.3%	103
2017 Q3	–	Sell	-7,220	Closed	-$249K	–	312
2017 Q2	$249K	Buy	+7,220	New	+$249K	0.07%	339
2014 Q4	–	Sell	-1,855	Closed	-$51K	–	37
2014 Q3	$51K	Buy	+1,855	New	+$52.3K	0.05%	40

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

Institute for Wealth Management's IJH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 1,156 shares worth $89.1K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IJH as recently as Q1 2021.

Institute for Wealth Management first reported a position in IJH in Q3 2014 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2017. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Institute for Wealth Management held 1,156 shares of iShares Core S&P Mid-Cap ETF worth $89.1K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #709 holding.
Institute for Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 10 quarters since.
Institute for Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.31M in Q4 2017.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.