JSW
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Journey Strategic Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Journey Strategic Wealth’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 		$25.9M Sell
383,153
-2,894
-0.7% -$201K 0.64% 13
2025
Q4 		$25.5M Sell
386,047
-506
-0.1% -$33.1K 0.67% 11
2025
Q3 		$25.2M Sell
386,553
-121
-0% -$7.78K 0.71% 11
2025
Q2 		$24M Sell
386,674
-2,478
-0.6% -$145K 0.78% 9
2025
Q1 		$22.7M Buy
389,152
+74,100
+24% +$4.6M 0.79% 7
2024
Q4 		$19.6M Buy
315,052
+16,978
+6% +$1.09M 0.73% 9
2024
Q3 		$18.6M Sell
298,074
-430
-0.1% -$25.9K 0.68% 10
2024
Q2 		$17.5M Sell
298,504
-1,664
-0.6% -$97.8K 0.74% 9
2024
Q1 		$18.2M Sell
300,168
-493,057
-62% -$27.9M 0.81% 8
2023
Q4 		$44M Sell
793,225
-205,870
-21% -$10.4M 2.07% 5
2023
Q3 		$49.8M Sell
999,095
-940
-0.1% -$49.3K 2.38% 5
2023
Q2 		$52.3M Sell
1,000,035
-11,025
-1% -$548K 2.37% 5
2023
Q1 		$50.6M Sell
1,011,060
-1,510
-0.1% -$76.9K 5.32% 4
2022
Q4 		$49M Buy
1,012,570
+20,995
+2% +$1.01M 5.76% 4
2022
Q3 		$43.5M Hold
991,575
– – 5.87% 4
2022
Q2 		$44.9M Buy
+991,575
New +$48.9M 6.01% 5
2022
Q1 		– Sell
-991,590
Closed -$56.1M – 205
2021
Q4 		$56.1M Buy
+991,590
New +$55.2M 5.84% 4

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Journey Strategic Wealth's IJH Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.75% in Q1 2026, selling an estimated $201K and leaving 383,153 shares worth $25.9M. The position accounts for 0.64% of the portfolio, ranked #13.

Journey Strategic Wealth first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $56.1M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Journey Strategic Wealth held 383,153 shares of iShares Core S&P Mid-Cap ETF worth $25.9M as of Q1 2026.
  • Journey Strategic Wealth sold 2,894 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $201K.
  • iShares Core S&P Mid-Cap ETF made up 0.64% of Journey Strategic Wealth's portfolio in Q1 2026, its #13 holding.
  • Journey Strategic Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's iShares Core S&P Mid-Cap ETF position peaked at $56.1M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.