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

Keebeck 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	$260K	Sell	3,850 -1,930	-33%	-$134K	0.03%	350
2025 Q4	$381K	Hold	5,780	–	–	0.04%	261
2025 Q3	$377K	Sell	5,780 -25	-0.4%	-$1.61K	0.04%	260
2025 Q2	$360K	Sell	5,805 -1,020	-15%	-$59.9K	0.05%	254
2025 Q1	$398K	Hold	6,825	–	–	0.06%	186
2024 Q4	$425K	Sell	6,825 -28	-0.4%	-$1.8K	0.06%	179
2024 Q3	$427K	Sell	6,853 -32	-0.5%	-$1.93K	0.06%	182
2024 Q2	$403K	Sell	6,885 -875	-11%	-$51.4K	0.06%	191
2024 Q1	$471K	Sell	7,760 -55	-0.7%	-$3.11K	0.07%	195
2023 Q4	$433K	Sell	7,815 -30,075	-79%	-$1.53M	0.07%	192
2023 Q3	$1.9M	Buy	37,890 +33,095	+690%	+$1.73M	0.33%	80
2023 Q2	$251K	Buy	4,795 +30	+0.6%	+$1.49K	0.03%	240
2023 Q1	$238K	Hold	4,765	–	–	0.04%	230
2022 Q4	$231K	Hold	4,765	–	–	0.04%	219
2022 Q3	$209K	Sell	4,765 -120	-2%	-$5.8K	0.04%	217
2022 Q2	$221K	Buy	+4,885	New	+$241K	0.04%	216
2021 Q3	–	Sell	-25,370	Closed	-$1.36M	–	228
2021 Q2	$1.36M	Buy	+25,370	New	+$1.37M	0.2%	96
2020 Q3	–	Sell	-75	Closed	-$2K	–	266
2020 Q2	$2K	Buy	+75	New	+$2.49K	﹤0.01%	358
2020 Q1	–	Sell	-75	Closed	-$3K	–	234
2019 Q4	$3K	Buy	+75	New	+$2.97K	﹤0.01%	321

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

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

Keebeck Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q1 2026, selling an estimated $134K and leaving 3,850 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #350.

Keebeck Wealth Management first reported a position in IJH in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.9M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Keebeck Wealth Management held 3,850 shares of iShares Core S&P Mid-Cap ETF worth $260K as of Q1 2026.
Keebeck Wealth Management sold 1,930 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $134K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #350 holding.
Keebeck Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
Keebeck Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.9M in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.