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

Mattern 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 Q2	$237K	Hold	3,073	–	–	0.04%	166
2026 Q1	$208K	Hold	3,073	–	–	0.04%	153
2025 Q4	$203K	Hold	3,073	–	–	0.04%	155
2025 Q3	$201K	Buy	+3,073	New	+$197K	0.04%	153
2020 Q2	–	Sell	-21,580	Closed	-$621K	–	139
2020 Q1	$621K	Sell	21,580 -38,420	-64%	-$1.43M	0.45%	70
2019 Q4	$2.47M	Buy	+60,000	New	+$2.38M	1.48%	13

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

Mattern Wealth Management's IJH Position: Q2 2026 in Review

Mattern Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,073 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #166.

Mattern Wealth Management first reported a position in IJH in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2019. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mattern Wealth Management held 3,073 shares of iShares Core S&P Mid-Cap ETF worth $237K as of Q2 2026.
Mattern Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #166 holding.
Mattern Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Mattern Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.47M in Q4 2019.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.