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

Measured Wealth Private Client Group’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	$45.2K	Sell	586 -133	-18%	-$9.76K	0.01%	344
2026 Q1	$48.6K	Hold	719	–	–	0.01%	299
2025 Q4	$47.5K	Sell	719 -1,136	-61%	-$74.4K	0.01%	316
2025 Q3	$121K	Buy	+1,855	New	+$119K	0.03%	225
2018 Q4	–	Sell	-1,550	Closed	-$62K	–	384
2018 Q3	$62K	Buy	+1,550	New	+$62.3K	0.04%	305

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

Measured Wealth Private Client Group's IJH Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, selling an estimated $9.76K and leaving 586 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #344.

Measured Wealth Private Client Group first reported a position in IJH in Q3 2018 and has held it in 5 quarters since. The position peaked at $121K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Measured Wealth Private Client Group held 586 shares of iShares Core S&P Mid-Cap ETF worth $45.2K as of Q2 2026.
Measured Wealth Private Client Group sold 133 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.76K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #344 holding.
Measured Wealth Private Client Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares Core S&P Mid-Cap ETF position peaked at $121K in Q3 2025.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.