Lifeworks Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lifeworks Advisors’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	$335K	Buy	4,349 +87	+2%	+$6.38K	0.04%	253
2026 Q1	$288K	Sell	4,262 -289	-6%	-$20K	0.04%	249
2025 Q4	$300K	Sell	4,551 -71	-2%	-$4.65K	0.04%	264
2025 Q3	$302K	Sell	4,622 -259	-5%	-$16.6K	0.04%	257
2025 Q2	$303K	Sell	4,881 -2,651	-35%	-$156K	0.05%	250
2025 Q1	$439K	Buy	7,532 +938	+14%	+$58.3K	0.07%	194
2024 Q4	$411K	Sell	6,594 -8,011	-55%	-$514K	0.07%	193
2024 Q3	$910K	Buy	+14,605	New	+$881K	0.18%	122

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

Lifeworks Advisors's IJH Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2026, buying an estimated $6.38K and bringing the position to 4,349 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #253.

Lifeworks Advisors first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $910K in Q3 2024. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lifeworks Advisors held 4,349 shares of iShares Core S&P Mid-Cap ETF worth $335K as of Q2 2026.
Lifeworks Advisors bought 87 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.38K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #253 holding.
Lifeworks Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's iShares Core S&P Mid-Cap ETF position peaked at $910K in Q3 2024.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.