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John A. Wolfe & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

John A. Wolfe & Associates’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 		$4.09M Sell
52,987
-449
-0.8% -$32.9K 5.63% 5
2026
Q1 		$3.61M Buy
53,436
+580
+1% +$40.2K 5.54% 4
2025
Q4 		$3.49M Buy
+52,856
New +$3.46M 1.88% 7

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

John A. Wolfe & Associates's IJH Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.84% in Q2 2026, selling an estimated $32.9K and leaving 52,987 shares worth $4.09M. The position accounts for 5.63% of the portfolio, ranked #5.

John A. Wolfe & Associates first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,724 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • John A. Wolfe & Associates held 52,987 shares of iShares Core S&P Mid-Cap ETF worth $4.09M as of Q2 2026.
  • John A. Wolfe & Associates sold 449 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Core S&P Mid-Cap ETF made up 5.63% of John A. Wolfe & Associates's portfolio in Q2 2026, its #5 holding.
  • John A. Wolfe & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.