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

LeConte 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	$6.08M	Sell	90,013 -17,357	-16%	-$1.2M	3.93%	5
2025 Q4	$7.09M	Sell	107,370 -16,797	-14%	-$1.1M	4.63%	5
2025 Q3	$8.1M	Sell	124,167 -15,419	-11%	-$991K	5.41%	5
2025 Q2	$8.66M	Sell	139,586 -42,022	-23%	-$2.47M	5.86%	4
2025 Q1	$10.6M	Buy	+181,608	New	+$11.3M	6.75%	5

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

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

LeConte Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $1.2M and leaving 90,013 shares worth $6.08M. The position accounts for 3.93% of the portfolio, ranked #5.

LeConte Wealth Management first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.6M in Q1 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

LeConte Wealth Management held 90,013 shares of iShares Core S&P Mid-Cap ETF worth $6.08M as of Q1 2026.
LeConte Wealth Management sold 17,357 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.2M.
iShares Core S&P Mid-Cap ETF made up 3.93% of LeConte Wealth Management's portfolio in Q1 2026, its #5 holding.
LeConte Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
LeConte Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $10.6M in Q1 2025.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.