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

Luminvest 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	$867K	Hold	11,914	–	–	0.23%	25
2025 Q4	$786K	Hold	11,914	–	–	0.22%	25
2025 Q3	$782K	Hold	11,914	–	–	0.25%	24
2025 Q2	$758K	Hold	11,914	–	–	0.27%	23
2025 Q1	$695K	Hold	11,914	–	–	0.29%	19
2024 Q4	$742K	Hold	11,914	–	–	0.3%	20
2024 Q3	$761K	Hold	11,914	–	–	0.32%	20
2024 Q2	$703K	Hold	11,914	–	–	0.33%	19
2024 Q1	$735K	Sell	11,914 -47,656	-80%	-$2.7M	0.46%	13
2023 Q4	$744K	Buy	+59,570	New	+$3.02M	0.49%	14

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

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

Luminvest Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 11,914 shares worth $867K. The position accounts for 0.23% of the portfolio, ranked #25.

Luminvest Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Luminvest Wealth Management held 11,914 shares of iShares Core S&P Mid-Cap ETF worth $867K as of Q1 2026.
Luminvest Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.23% of Luminvest Wealth Management's portfolio in Q1 2026, its #25 holding.
Luminvest Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.