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 Q2	$486K	Hold	6,300	–	–	0.66%	31
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 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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IJH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,300 shares worth $486K. The position accounts for 0.66% of the portfolio, ranked #31.

Mowery & Schoenfeld Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $570K in Q4 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 6,300 shares of iShares Core S&P Mid-Cap ETF worth $486K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.66% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #31 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 7 quarters since.
Mowery & Schoenfeld Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $570K in Q4 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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