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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
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 $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

Madison Wealth Partners's IJH Position: Q1 2026 in Review

Madison Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q1 2026, selling an estimated $137K and leaving 191,867 shares worth $13M. The position accounts for 2.07% of the portfolio, ranked #13.

Madison Wealth Partners first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Madison Wealth Partners held 191,867 shares of iShares Core S&P Mid-Cap ETF worth $13M as of Q1 2026.
  • Madison Wealth Partners sold 1,981 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $137K.
  • iShares Core S&P Mid-Cap ETF made up 2.07% of Madison Wealth Partners's portfolio in Q1 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 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.