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

LJI 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	$325K	Buy	4,809 +6	+0.1%	+$416	0.05%	146
2025 Q4	$317K	Buy	4,803 +415	+9%	+$27.2K	0.05%	150
2025 Q3	$286K	Sell	4,388 -163	-4%	-$10.5K	0.05%	141
2025 Q2	$282K	Buy	4,551 +249	+6%	+$14.6K	0.05%	150
2025 Q1	$251K	Sell	4,302 -762	-15%	-$47.3K	0.05%	153
2024 Q4	$316K	Buy	5,064 +882	+21%	+$56.6K	0.06%	128
2024 Q3	$261K	Buy	4,182 +9	+0.2%	+$543	0.05%	163
2024 Q2	$244K	Sell	4,173 -233	-5%	-$13.7K	0.05%	159
2024 Q1	$268K	Buy	+4,406	New	+$249K	0.07%	123

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

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

LJI Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q1 2026, buying an estimated $416 and bringing the position to 4,809 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #146.

LJI Wealth Management first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

LJI Wealth Management held 4,809 shares of iShares Core S&P Mid-Cap ETF worth $325K as of Q1 2026.
LJI Wealth Management bought 6 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $416.
iShares Core S&P Mid-Cap ETF made up 0.05% of LJI Wealth Management's portfolio in Q1 2026, its #146 holding.
LJI Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.