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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Magnolia Private Wealth's IJH Position: Q1 2026 in Review

Magnolia Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, buying an estimated $34.7K and bringing the position to 4,400 shares worth $297K. The position accounts for 0.2% of the portfolio, ranked #103.

Magnolia Private Wealth first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Magnolia Private Wealth held 4,400 shares of iShares Core S&P Mid-Cap ETF worth $297K as of Q1 2026.
  • Magnolia Private Wealth bought 500 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Magnolia Private Wealth's portfolio in Q1 2026, its #103 holding.
  • Magnolia Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.