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

MBL 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 Q2	$72.7M	Buy	942,760 +33,964	+4%	+$2.49M	4.96%	3
2026 Q1	$61.4M	Buy	908,796 +41,377	+5%	+$2.87M	4.64%	3
2025 Q4	$57.2M	Buy	867,419 +35,073	+4%	+$2.3M	4.59%	3
2025 Q3	$54.3M	Buy	832,346 +11,797	+1%	+$758K	4.74%	3
2025 Q2	$50.9M	Buy	820,549 +47,229	+6%	+$2.77M	4.87%	3
2025 Q1	$45.1M	Buy	773,320 +17,193	+2%	+$1.07M	4.56%	3
2024 Q4	$47.1M	Buy	756,127 +14,155	+2%	+$908K	4.73%	3
2024 Q3	$46.2M	Buy	741,972 +8,137	+1%	+$491K	4.97%	3
2024 Q2	$42.9M	Buy	733,835 +32,442	+5%	+$1.91M	4.79%	3
2024 Q1	$42.6M	Buy	701,393 +3,773	+0.5%	+$214K	4.83%	3
2023 Q4	$38.7M	Sell	697,620 -3,550	-0.5%	-$180K	4.84%	3
2023 Q3	$35M	Buy	701,170 +22,940	+3%	+$1.2M	4.92%	3
2023 Q2	$35.5M	Buy	678,230 +12,350	+2%	+$614K	5%	3
2023 Q1	$33.3M	Buy	665,880 +33,290	+5%	+$1.7M	5.21%	3
2022 Q4	$30.6M	Buy	632,590 +41,420	+7%	+$2M	5.85%	3
2022 Q3	$25.9M	Buy	591,170 +58,490	+11%	+$2.83M	5.59%	3
2022 Q2	$24.1M	Buy	532,680 +61,950	+13%	+$3.06M	6.01%	2
2022 Q1	$25.3M	Buy	+470,730	New	+$25.1M	6.16%	2
2021 Q3	$16.9M	Buy	+321,820	New	+$17.3M	5.86%	2
2021 Q1	$12.1M	Buy	232,345 +12,805	+6%	+$639K	4.22%	3
2020 Q4	$10.1M	Buy	+219,540	New	+$9.25M	4%	6

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

MBL Wealth's IJH Position: Q2 2026 in Review

MBL Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2026, buying an estimated $2.49M and bringing the position to 942,760 shares worth $72.7M. The position accounts for 4.96% of the portfolio, ranked #3.

MBL Wealth first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MBL Wealth held 942,760 shares of iShares Core S&P Mid-Cap ETF worth $72.7M as of Q2 2026.
MBL Wealth bought 33,964 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.49M.
iShares Core S&P Mid-Cap ETF made up 4.96% of MBL Wealth's portfolio in Q2 2026, its #3 holding.
MBL Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.