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

LeClair 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	$255K	Buy	+3,309	New	+$243K	0.13%	110
2026 Q1	–	Sell	-3,309	Closed	-$218K	–	147
2025 Q4	$218K	Hold	3,309	–	–	0.13%	103
2025 Q3	$216K	Sell	3,309 -12	-0.4%	-$771	0.13%	93
2025 Q2	$206K	Buy	+3,321	New	+$195K	0.14%	96
2025 Q1	–	Sell	-3,327	Closed	-$207K	–	102
2024 Q4	$207K	Buy	+3,327	New	+$213K	0.14%	93

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

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

LeClair Wealth Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,309 shares worth $255K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in IJH as recently as Q4 2025.

LeClair Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LeClair Wealth Partners held 3,309 shares of iShares Core S&P Mid-Cap ETF worth $255K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new LeClair Wealth Partners position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.13% of LeClair Wealth Partners's portfolio in Q2 2026, its #110 holding.
LeClair Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.