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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
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
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

Lifeworks Advisors's IJH Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q1 2026, selling an estimated $20K and leaving 4,262 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #249.

Lifeworks Advisors first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. The position peaked at $910K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Lifeworks Advisors held 4,262 shares of iShares Core S&P Mid-Cap ETF worth $288K as of Q1 2026.
  • Lifeworks Advisors sold 289 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #249 holding.
  • Lifeworks Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's iShares Core S&P Mid-Cap ETF position peaked at $910K in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.