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

McCarter Private Wealth Services’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	$4.7M	Sell	69,581 -7,891	-10%	-$547K	2.04%	12
2025 Q4	$5.11M	Buy	77,472 +22,335	+41%	+$1.46M	2.3%	11
2025 Q3	$3.6M	Buy	55,137 +10,541	+24%	+$677K	1.84%	16
2025 Q2	$2.77M	Buy	+44,596	New	+$2.62M	1.58%	22

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

McCarter Private Wealth Services's IJH Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q1 2026, selling an estimated $547K and leaving 69,581 shares worth $4.7M. The position accounts for 2.04% of the portfolio, ranked #12.

McCarter Private Wealth Services first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.11M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

McCarter Private Wealth Services held 69,581 shares of iShares Core S&P Mid-Cap ETF worth $4.7M as of Q1 2026.
McCarter Private Wealth Services sold 7,891 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $547K.
iShares Core S&P Mid-Cap ETF made up 2.04% of McCarter Private Wealth Services's portfolio in Q1 2026, its #12 holding.
McCarter Private Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
McCarter Private Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $5.11M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.