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

Liberty Square 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	$606K	Sell	7,864 -2,099	-21%	-$154K	0.14%	66
2026 Q1	$673K	Sell	9,963 -4,539	-31%	-$315K	0.19%	60
2025 Q4	$957K	Sell	14,502 -11,774	-45%	-$771K	0.27%	47
2025 Q3	$1.71M	Sell	26,276 -4,208	-14%	-$270K	0.53%	32
2025 Q2	$1.89M	Sell	30,484 -3,401	-10%	-$200K	0.65%	28
2025 Q1	$1.98M	Buy	33,885 +295	+0.9%	+$18.3K	0.75%	24
2024 Q4	$2.15M	Buy	+33,590	New	+$2.15M	0.78%	23

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

Liberty Square Wealth Partners's IJH Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, selling an estimated $154K and leaving 7,864 shares worth $606K. The position accounts for 0.14% of the portfolio, ranked #66.

Liberty Square Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2024. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Liberty Square Wealth Partners held 7,864 shares of iShares Core S&P Mid-Cap ETF worth $606K as of Q2 2026.
Liberty Square Wealth Partners sold 2,099 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $154K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #66 holding.
Liberty Square Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q4 2024.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.