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

Maridea 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	$627K	Sell	9,281 -30	-0.3%	-$2.08K	0.09%	218
2025 Q4	$615K	Sell	9,311 -17,517	-65%	-$1.15M	0.09%	211
2025 Q3	$1.75M	Sell	26,828 -12,427	-32%	-$799K	0.27%	91
2025 Q2	$2.43M	Sell	39,255 -4,796	-11%	-$282K	0.63%	36
2025 Q1	$2.57M	Sell	44,051 -24,961	-36%	-$1.55M	0.84%	24
2024 Q4	$4.3M	Buy	+69,012	New	+$4.43M	1.39%	17

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

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

Maridea Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q1 2026, selling an estimated $2.08K and leaving 9,281 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #218.

Maridea Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.3M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Maridea Wealth Management held 9,281 shares of iShares Core S&P Mid-Cap ETF worth $627K as of Q1 2026.
Maridea Wealth Management sold 30 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.08K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #218 holding.
Maridea Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.3M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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