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

MOR 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 Q2	$3.61M	Sell	46,833 -2,794	-6%	-$205K	1.44%	15
2026 Q1	$3.35M	Sell	49,627 -191	-0.4%	-$13.3K	1.54%	17
2025 Q4	$3.29M	Buy	+49,818	New	+$3.26M	1.5%	17

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

MOR Wealth Management's IJH Position: Q2 2026 in Review

MOR Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.6% in Q2 2026, selling an estimated $205K and leaving 46,833 shares worth $3.61M. The position accounts for 1.44% of the portfolio, ranked #15.

MOR Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MOR Wealth Management held 46,833 shares of iShares Core S&P Mid-Cap ETF worth $3.61M as of Q2 2026.
MOR Wealth Management sold 2,794 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $205K.
iShares Core S&P Mid-Cap ETF made up 1.44% of MOR Wealth Management's portfolio in Q2 2026, its #15 holding.
MOR Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.