LifeWealth Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LifeWealth Investments’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	$8.51M	Buy	110,312 +9,493	+9%	+$697K	2.27%	12
2026 Q1	$6.81M	Buy	100,819 +18,475	+22%	+$1.28M	2.03%	14
2025 Q4	$5.43M	Buy	+82,344	New	+$5.39M	1.72%	16

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

LifeWealth Investments's IJH Position: Q2 2026 in Review

LifeWealth Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q2 2026, buying an estimated $697K and bringing the position to 110,312 shares worth $8.51M. The position accounts for 2.27% of the portfolio, ranked #12.

LifeWealth Investments first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LifeWealth Investments held 110,312 shares of iShares Core S&P Mid-Cap ETF worth $8.51M as of Q2 2026.
LifeWealth Investments bought 9,493 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $697K.
iShares Core S&P Mid-Cap ETF made up 2.27% of LifeWealth Investments's portfolio in Q2 2026, its #12 holding.
LifeWealth Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.