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 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 $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

Liberty Square Wealth Partners's IJH Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q1 2026, selling an estimated $315K and leaving 9,963 shares worth $673K. The position accounts for 0.19% of the portfolio, ranked #60.

Liberty Square Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Liberty Square Wealth Partners held 9,963 shares of iShares Core S&P Mid-Cap ETF worth $673K as of Q1 2026.
Liberty Square Wealth Partners sold 4,539 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $315K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #60 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 6 quarters since.
Liberty Square Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.