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

Liberty 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 		$293K Buy
4,340
+125
+3% +$8.67K 0.04% 208
2025
Q4 		$278K Sell
4,215
-68
-2% -$4.45K 0.04% 203
2025
Q3 		$279K Buy
4,283
+566
+15% +$36.4K 0.04% 190
2025
Q2 		$231K Sell
3,717
-126
-3% -$7.4K 0.04% 205
2025
Q1 		$224K Sell
3,843
-79
-2% -$4.91K 0.04% 143
2024
Q4 		$244K Buy
3,922
+103
+3% +$6.61K 0.04% 177
2024
Q3 		$238K Buy
3,819
+12
+0.3% +$724 0.04% 187
2024
Q2 		$223K Sell
3,807
-182
-5% -$10.7K 0.04% 183
2024
Q1 		$242K Buy
+3,989
New +$226K 0.05% 161
2023
Q4 		– Sell
-40,345
Closed -$2.01M – 181
2023
Q3 		$2.01M Buy
+40,345
New +$2.11M 0.5% 42
2021
Q4 		– Sell
-3,690
Closed -$194K – 607
2021
Q3 		$194K Buy
3,690
+10
+0.3% +$538 0.07% 171
2021
Q2 		$198K Buy
3,680
+580
+19% +$31.3K 0.08% 136
2021
Q1 		$147K Hold
3,100
– – 0.07% 136
2020
Q4 		$147K Sell
3,100
-1,460
-32% -$61.5K 0.07% 135
2020
Q3 		$169K Buy
4,560
+60
+1% +$2.24K 0.1% 107
2020
Q2 		$160K Buy
4,500
+325
+8% +$10.8K 0.11% 106
2020
Q1 		$120K Sell
4,175
-10,880
-72% -$405K 0.1% 123
2019
Q4 		$620K Buy
15,055
+5,555
+58% +$220K 0.49% 38
2019
Q3 		$367K Sell
9,500
-135
-1% -$5.19K 0.35% 54
2019
Q2 		$374K Buy
9,635
+1,430
+17% +$54.8K 0.33% 64
2019
Q1 		$310K Sell
8,205
-2,420
-23% -$89.4K 0.23% 67
2018
Q4 		$352K Buy
+10,625
New +$388K 0.26% 51

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

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

Liberty Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q1 2026, buying an estimated $8.67K and bringing the position to 4,340 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #208.

Liberty Wealth Management first reported a position in IJH in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.01M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Liberty Wealth Management held 4,340 shares of iShares Core S&P Mid-Cap ETF worth $293K as of Q1 2026.
  • Liberty Wealth Management bought 125 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.67K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Liberty Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Liberty Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 22 quarters since.
  • Liberty Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.01M in Q3 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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