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

Madison Wealth Partners’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 		$15M Buy
194,744
+2,877
+1% +$211K 1.91% 13
2026
Q1 		$13M Sell
191,867
-1,981
-1% -$137K 2.07% 13
2025
Q4 		$12.8M Buy
193,848
+2,233
+1% +$146K 2.33% 10
2025
Q3 		$12.5M Buy
191,615
+1,489
+0.8% +$95.7K 2.47% 10
2025
Q2 		$11.8M Buy
190,126
+338
+0.2% +$19.8K 2.57% 10
2025
Q1 		$11.1M Buy
189,788
+2,760
+1% +$171K 2.73% 10
2024
Q4 		$11.7M Buy
187,028
+1,557
+0.8% +$99.9K 3.26% 6
2024
Q3 		$11.6M Buy
185,471
+2,417
+1% +$146K 3.42% 6
2024
Q2 		$10.7M Sell
183,054
-15
-0% -$881 3.67% 6
2024
Q1 		$11.1M Buy
183,069
+454
+0.2% +$25.7K 4.02% 6
2023
Q4 		$10.1M Sell
182,615
-7,240
-4% -$367K 4.01% 6
2023
Q3 		$9.47M Buy
189,855
+90
+0% +$4.72K 4.79% 6
2023
Q2 		$9.92M Buy
189,765
+3,745
+2% +$186K 4.64% 7
2023
Q1 		$9.31M Sell
186,020
-2,545
-1% -$130K 4.69% 7
2022
Q4 		$9.12M Sell
188,565
-9,020
-5% -$436K 5.32% 6
2022
Q3 		$8.66M Buy
197,585
+5,720
+3% +$277K 5.67% 6
2022
Q2 		$8.68M Buy
191,865
+9,545
+5% +$471K 5.51% 6
2022
Q1 		$9.79M Buy
182,320
+2,465
+1% +$131K 5.47% 6
2021
Q4 		$10.2M Buy
179,855
+10,660
+6% +$593K 5.12% 7
2021
Q3 		$8.9M Buy
169,195
+3,630
+2% +$195K 5.02% 6
2021
Q2 		$8.9M Buy
165,565
+9,615
+6% +$519K 5.09% 6
2021
Q1 		$7.17M Sell
155,950
-580
-0.4% -$29K 5.04% 4
2020
Q4 		$7.2M Buy
+156,530
New +$6.6M 4.83% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madison Wealth Partners's IJH Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $211K and bringing the position to 194,744 shares worth $15M. The position accounts for 1.91% of the portfolio, ranked #13.

Madison Wealth Partners first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Madison Wealth Partners held 194,744 shares of iShares Core S&P Mid-Cap ETF worth $15M as of Q2 2026.
  • Madison Wealth Partners bought 2,877 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $211K.
  • iShares Core S&P Mid-Cap ETF made up 1.91% of Madison Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Madison Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.