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

JPL 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 Q1	$6.36M	Sell	94,220 -3,396	-3%	-$236K	1.46%	22
2025 Q4	$6.44M	Sell	97,616 -14,711	-13%	-$964K	1.57%	16
2025 Q3	$7.33M	Sell	112,327 -1,479	-1%	-$95K	1.74%	10
2025 Q2	$7.06M	Buy	113,806 +2,294	+2%	+$135K	1.9%	9
2025 Q1	$6.51M	Buy	111,512 +1,878	+2%	+$117K	1.86%	11
2024 Q4	$6.83M	Buy	+109,634	New	+$7.03M	1.96%	9
2024 Q2	$4.41M	Buy	75,405 +16,434	+28%	+$965K	2.16%	7
2024 Q1	$3.58M	Buy	58,971 +13,386	+29%	+$758K	1.98%	6
2023 Q4	$2.53M	Buy	+45,585	New	+$2.31M	1.82%	11

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPL Wealth Management's IJH Position: Q1 2026 in Review

JPL Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, selling an estimated $236K and leaving 94,220 shares worth $6.36M. The position accounts for 1.46% of the portfolio, ranked #22.

JPL Wealth Management first reported a position in IJH in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.33M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

JPL Wealth Management held 94,220 shares of iShares Core S&P Mid-Cap ETF worth $6.36M as of Q1 2026.
JPL Wealth Management sold 3,396 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $236K.
iShares Core S&P Mid-Cap ETF made up 1.46% of JPL Wealth Management's portfolio in Q1 2026, its #22 holding.
JPL Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.33M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.