MAWCM
IJH icon

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

Mine & Arao Wealth Creation & 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
2026
Q1 		$1.76M Buy
26,039
+45
+0.2% +$3.12K 0.74% 19
2025
Q4 		$1.72M Sell
25,994
-162
-0.6% -$10.6K 0.67% 21
2025
Q3 		$1.71M Buy
26,156
+53
+0.2% +$3.41K 0.69% 21
2025
Q2 		$1.62M Buy
26,103
+181
+0.7% +$10.6K 0.72% 21
2025
Q1 		$1.51M Sell
25,922
-22
-0.1% -$1.37K 0.74% 20
2024
Q4 		$1.62M Sell
25,944
-142
-0.5% -$9.11K 0.74% 20
2024
Q3 		$1.63M Buy
26,086
+61
+0.2% +$3.68K 0.75% 20
2024
Q2 		$1.52M Sell
26,025
-253
-1% -$14.9K 0.74% 20
2024
Q1 		$1.6M Sell
26,278
-1,217
-4% -$68.9K 0.79% 20
2023
Q4 		$1.52M Buy
27,495
+50
+0.2% +$2.54K 0.82% 19
2023
Q3 		$1.37M Sell
27,445
-225
-0.8% -$11.8K 0.83% 19
2023
Q2 		$1.45M Buy
27,670
+435
+2% +$21.6K 0.85% 18
2023
Q1 		$1.36M Buy
27,235
+615
+2% +$31.3K 0.87% 17
2022
Q4 		$1.29M Sell
26,620
-200
-0.7% -$9.66K 0.95% 16
2022
Q3 		$1.18M Hold
26,820
– – 0.87% 17
2022
Q2 		$1.21M Buy
26,820
+570
+2% +$28.1K 0.85% 18
2022
Q1 		$1.41M Buy
26,250
+265
+1% +$14.1K 0.83% 19
2021
Q4 		$1.47M Buy
25,985
+105
+0.4% +$5.84K 0.81% 18
2021
Q3 		$1.36M Sell
25,880
-400
-2% -$21.5K 0.82% 19
2021
Q2 		$1.41M Buy
26,280
+460
+2% +$24.8K 0.85% 19
2021
Q1 		$1.34M Hold
25,820
– – 0.9% 17
2020
Q4 		$1.19M Sell
25,820
-290
-1% -$12.2K 0.85% 16
2020
Q3 		$968K Sell
26,110
-6,460
-20% -$242K 0.8% 15
2020
Q2 		$1.23M Sell
32,570
-140
-0.4% -$4.65K 1.15% 13
2020
Q1 		$993K Sell
32,710
-255
-0.8% -$9.48K 1.15% 12
2019
Q4 		$1.41M Buy
+32,965
New +$1.31M 1.32% 12

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IJH Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q1 2026, buying an estimated $3.12K and bringing the position to 26,039 shares worth $1.76M. The position accounts for 0.74% of the portfolio, ranked #19.

Mine & Arao Wealth Creation & Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 26,039 shares of iShares Core S&P Mid-Cap ETF worth $1.76M as of Q1 2026.
  • Mine & Arao Wealth Creation & Management bought 45 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.12K.
  • iShares Core S&P Mid-Cap ETF made up 0.74% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #19 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.