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

Leo Wealth LLC’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 		$2.2M Sell
32,560
-551
-2% -$38.2K 0.16% 115
2025
Q4 		$2.19M Buy
33,111
+2,624
+9% +$172K 0.16% 110
2025
Q3 		$1.99M Sell
30,487
-2,675
-8% -$172K 0.26% 75
2025
Q2 		$2.06M Buy
33,162
+2,771
+9% +$163K 0.16% 115
2025
Q1 		$1.77M Sell
30,391
-3,289
-10% -$204K 0.25% 75
2024
Q4 		$2.1M Buy
33,680
+1,584
+5% +$102K 0.19% 95
2024
Q3 		$2M Sell
32,096
-366
-1% -$22.1K 0.18% 93
2024
Q2 		$1.9M Sell
32,462
-1,504
-4% -$88.4K 0.19% 95
2024
Q1 		$2.06M Sell
33,966
-20,649
-38% -$1.17M 0.21% 84
2023
Q4 		$1.96M Buy
+54,615
New +$2.77M 0.2% 84

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

Leo Wealth LLC's IJH Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q1 2026, selling an estimated $38.2K and leaving 32,560 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #115.

Leo Wealth LLC first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Leo Wealth LLC held 32,560 shares of iShares Core S&P Mid-Cap ETF worth $2.2M as of Q1 2026.
  • Leo Wealth LLC sold 551 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $38.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Leo Wealth LLC's portfolio in Q1 2026, its #115 holding.
  • Leo Wealth LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.