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LPWM LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LPWM LLC’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 		$3.04M Buy
44,969
+3,804
+9% +$264K 0.77% 23
2025
Q4 		$2.72M Buy
41,165
+20,449
+99% +$1.34M 0.69% 27
2025
Q3 		$1.35M Buy
20,716
+6,437
+45% +$414K 0.36% 36
2025
Q2 		$886K Buy
14,279
+3,600
+34% +$211K 0.26% 40
2025
Q1 		$623K Buy
10,679
+7,000
+190% +$435K 0.2% 46
2024
Q4 		$229K Hold
3,679
– – 0.07% 73
2024
Q3 		$227K Buy
3,679
+159
+5% +$9.59K 0.07% 72
2024
Q2 		$204K Buy
+3,520
New +$207K 0.07% 76

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

LPWM LLC's IJH Position: Q1 2026 in Review

LPWM LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.2% in Q1 2026, buying an estimated $264K and bringing the position to 44,969 shares worth $3.04M. The position accounts for 0.77% of the portfolio, ranked #23.

LPWM LLC first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • LPWM LLC held 44,969 shares of iShares Core S&P Mid-Cap ETF worth $3.04M as of Q1 2026.
  • LPWM LLC bought 3,804 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $264K.
  • iShares Core S&P Mid-Cap ETF made up 0.77% of LPWM LLC's portfolio in Q1 2026, its #23 holding.
  • LPWM LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.