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

MGO Private 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	–	Sell	-4,602	Closed	-$304K	–	40
2025 Q4	$304K	Sell	4,602 -2,124	-32%	-$139K	0.19%	53
2025 Q3	$439K	Hold	6,726	–	–	0.26%	46
2025 Q2	$417K	Sell	6,726 -69	-1%	-$4.05K	0.27%	46
2025 Q1	$396K	Hold	6,795	–	–	0.28%	43
2024 Q4	$423K	Sell	6,795 -159	-2%	-$10.2K	0.3%	44
2024 Q3	$433K	Buy	6,954 +441	+7%	+$26.6K	0.31%	40
2024 Q2	$381K	Sell	6,513 -40	-0.6%	-$2.35K	0.24%	55
2024 Q1	$398K	Sell	6,553 -117	-2%	-$6.62K	0.25%	55
2023 Q4	$370K	Sell	6,670 -395	-6%	-$20K	0.25%	51
2023 Q3	$352K	Sell	7,065 -7,040	-50%	-$369K	0.26%	49
2023 Q2	$738K	Sell	14,105 -860	-6%	-$42.7K	0.56%	37
2023 Q1	$749K	Sell	14,965 -63,965	-81%	-$3.26M	0.59%	39
2022 Q4	$3.82M	Buy	78,930 +22,835	+41%	+$1.1M	1.74%	18
2022 Q3	$2.46M	Buy	+56,095	New	+$2.71M	1.17%	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

MGO Private Wealth's IJH Position: Q1 2026 in Review

MGO Private Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 4,602 shares — an estimated $304K sold.

MGO Private Wealth first reported a position in IJH in Q3 2022 and held it in 14 quarters. The position peaked at $3.82M in Q4 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

MGO Private Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 4,602 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $304K.
MGO Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and held it in 14 quarters.
MGO Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $3.82M in Q4 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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