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

MGB 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
2025 Q4	$19.6K	Hold	294	–	–	0.01%	289
2025 Q3	$19.2K	Hold	294	–	–	0.01%	290
2025 Q2	$18.2K	Buy	+294	New	+$17.3K	0.01%	285

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGB Wealth Management's IJH Position: Q4 2025 in Review

MGB Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2025 at 294 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #289.

MGB Wealth Management first reported a position in IJH in Q2 2025 and has held it in 3 quarters since. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

MGB Wealth Management held 294 shares of iShares Core S&P Mid-Cap ETF worth $19.6K as of Q4 2025.
MGB Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Mid-Cap ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #289 holding.
MGB Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.