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

Magnolia Private Wealth’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	$339K	Hold	4,400	–	–	0.19%	108
2026 Q1	$297K	Buy	4,400 +500	+13%	+$34.7K	0.2%	103
2025 Q4	$257K	Hold	3,900	–	–	0.18%	102
2025 Q3	$255K	Hold	3,900	–	–	0.19%	92
2025 Q2	$242K	Hold	3,900	–	–	0.19%	91
2025 Q1	$228K	Hold	3,900	–	–	0.19%	106
2024 Q4	$243K	Buy	+3,900	New	+$250K	0.21%	97

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnolia Private Wealth's IJH Position: Q2 2026 in Review

Magnolia Private Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,400 shares worth $339K. The position accounts for 0.19% of the portfolio, ranked #108.

Magnolia Private Wealth first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Magnolia Private Wealth held 4,400 shares of iShares Core S&P Mid-Cap ETF worth $339K as of Q2 2026.
Magnolia Private Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.19% of Magnolia Private Wealth's portfolio in Q2 2026, its #108 holding.
Magnolia Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.