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

MASECO 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 Q1	–	Sell	-791	Closed	-$52.2K	–	475
2025 Q4	$52.2K	Buy	+791	New	+$51.8K	﹤0.01%	172

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

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

MASECO Private Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 791 shares — an estimated $52.2K sold.

MASECO Private Wealth first reported a position in IJH in Q4 2025 and held it in 1 quarter. The position peaked at $52.2K in Q4 2025. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

MASECO Private Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 791 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $52.2K.
MASECO Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
MASECO Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $52.2K in Q4 2025.
2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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