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

Mowery & Schoenfeld 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 		$425K Sell
6,300
-2,343
-27% -$163K 0.65% 32
2025
Q4 		$570K Buy
8,643
+2,343
+37% +$153K 0.83% 26
2025
Q3 		$411K Sell
6,300
-900
-13% -$57.8K 0.71% 30
2025
Q2 		$447K Sell
7,200
-1,197
-14% -$70.3K 0.68% 28
2025
Q1 		$490K Buy
8,397
+1,197
+17% +$74.3K 0.96% 25
2024
Q4 		$449K Buy
+7,200
New +$462K 0.87% 25

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

Mowery & Schoenfeld Wealth Management's IJH Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q1 2026, selling an estimated $163K and leaving 6,300 shares worth $425K. The position accounts for 0.65% of the portfolio, ranked #32.

Mowery & Schoenfeld Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $570K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 6,300 shares of iShares Core S&P Mid-Cap ETF worth $425K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 2,343 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $163K.
  • iShares Core S&P Mid-Cap ETF made up 0.65% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $570K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.