Mosaic Family Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mosaic Family Wealth Partners’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	$206K	Buy	+3,049	New	+$212K	0.02%	270
2025 Q4	–	Sell	-3,635	Closed	-$237K	–	249
2025 Q3	$237K	Buy	3,635 +1	+0%	+$64	0.03%	204
2025 Q2	$225K	Sell	3,634 -999	-22%	-$58.6K	0.03%	209
2025 Q1	$270K	Buy	4,633 +860	+23%	+$53.4K	0.04%	183
2024 Q4	$235K	Buy	+3,773	New	+$242K	0.03%	184
2024 Q2	–	Sell	-3,440	Closed	-$209K	–	203
2024 Q1	$209K	Sell	3,440 -325	-9%	-$18.4K	0.03%	195
2023 Q4	$209K	Sell	3,765 -940	-20%	-$47.7K	0.04%	186
2023 Q3	$235K	Hold	4,705	–	–	0.05%	164
2023 Q2	$246K	Sell	4,705 -75	-2%	-$3.73K	0.05%	162
2023 Q1	$239K	Sell	4,780 -2,470	-34%	-$126K	0.05%	159
2022 Q4	$351K	Buy	+7,250	New	+$350K	0.1%	124

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

Mosaic Family Wealth Partners's IJH Position: Q1 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 3,049 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: Mosaic Family Wealth Partners previously reported a position in IJH as recently as Q3 2025.

Mosaic Family Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 11 quarters since. The position peaked at $351K in Q4 2022. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Mosaic Family Wealth Partners held 3,049 shares of iShares Core S&P Mid-Cap ETF worth $206K as of Q1 2026.
iShares Core S&P Mid-Cap ETF was a new Mosaic Family Wealth Partners position in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #270 holding.
Mosaic Family Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Mosaic Family Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $351K in Q4 2022.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.