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

Modern 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
2026 Q1	$2.03M	Sell	29,746 -613	-2%	-$42.5K	0.03%	304
2025 Q4	$2M	Buy	30,359 +15,643	+106%	+$1.02M	0.04%	296
2025 Q3	$960K	Sell	14,716 -859	-6%	-$55.2K	0.02%	396
2025 Q2	$966K	Sell	15,575 -83	-0.5%	-$4.87K	0.02%	376
2025 Q1	$914K	Buy	15,658 +3,309	+27%	+$205K	0.03%	315
2024 Q4	$769K	Buy	12,349 +3,180	+35%	+$204K	0.03%	297
2024 Q3	$571K	Buy	9,169 +1,715	+23%	+$103K	0.04%	238
2024 Q2	$436K	Buy	7,454 +1,482	+25%	+$87.1K	0.03%	242
2024 Q1	$363K	Buy	5,972 +1,097	+23%	+$62.1K	0.03%	214
2023 Q4	$270K	Buy	+4,875	New	+$247K	0.03%	156

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

Modern Wealth Management's IJH Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2026, selling an estimated $42.5K and leaving 29,746 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #304.

Modern Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Modern Wealth Management held 29,746 shares of iShares Core S&P Mid-Cap ETF worth $2.03M as of Q1 2026.
Modern Wealth Management sold 613 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $42.5K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #304 holding.
Modern Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.