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

MB Generational 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 		$305K Hold
4,522
– – 0.17% 56
2025
Q4 		$298K Sell
4,522
-1,399
-24% -$91.6K 0.16% 60
2025
Q3 		$386K Buy
+5,921
New +$381K 0.25% 42

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MB Generational Wealth's IJH Position: Q1 2026 in Review

MB Generational Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,522 shares worth $305K. The position accounts for 0.17% of the portfolio, ranked #56.

MB Generational Wealth first reported a position in IJH in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • MB Generational Wealth held 4,522 shares of iShares Core S&P Mid-Cap ETF worth $305K as of Q1 2026.
  • MB Generational Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.17% of MB Generational Wealth's portfolio in Q1 2026, its #56 holding.
  • MB Generational Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • MB Generational Wealth's iShares Core S&P Mid-Cap ETF position peaked at $386K in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.