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

Invenio Wealth Partners’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	$903K	Hold	11,715	–	–	0.32%	42
2026 Q1	$791K	Sell	11,715 -290	-2%	-$20.1K	0.31%	40
2025 Q4	$792K	Buy	12,005 +550	+5%	+$36K	0.29%	42
2025 Q3	$748K	Sell	11,455 -600	-5%	-$38.6K	0.27%	47
2025 Q2	$748K	Sell	12,055 -4,730	-28%	-$278K	0.3%	44
2025 Q1	$979K	Hold	16,785	–	–	0.41%	35
2024 Q4	$1.05M	Sell	16,785 -200	-1%	-$12.8K	0.44%	37
2024 Q3	$1.06M	Sell	16,985 -145	-0.8%	-$8.74K	0.46%	35
2024 Q2	$1M	Sell	17,130 -45	-0.3%	-$2.64K	0.5%	34
2024 Q1	$1.04M	Sell	17,175 -3,950	-19%	-$224K	0.56%	31
2023 Q4	$1.17M	Sell	21,125 -450	-2%	-$22.8K	0.85%	29
2023 Q3	$1.08M	Buy	21,575 +175	+0.8%	+$9.17K	0.98%	27
2023 Q2	$1.12M	Buy	+21,400	New	+$1.06M	1.27%	20

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 22.96% 1-Year Est. Return

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

Invenio Wealth Partners's IJH Position: Q2 2026 in Review

Invenio Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 11,715 shares worth $903K. The position accounts for 0.32% of the portfolio, ranked #42.

Invenio Wealth Partners first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2023. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Invenio Wealth Partners held 11,715 shares of iShares Core S&P Mid-Cap ETF worth $903K as of Q2 2026.
Invenio Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.32% of Invenio Wealth Partners's portfolio in Q2 2026, its #42 holding.
Invenio Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Invenio Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.17M in Q4 2023.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.