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

MTC 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	$11.6M	Sell	171,561 -1,486	-0.9%	-$103K	5.5%	6
2025 Q4	$11.4M	Sell	173,047 -2,708	-2%	-$177K	5.36%	7
2025 Q3	$11.5M	Sell	175,755 -2,386	-1%	-$153K	5.34%	7
2025 Q2	$11M	Sell	178,141 -3,712	-2%	-$218K	5.31%	7
2025 Q1	$10.6M	Buy	181,853 +8,451	+5%	+$525K	5.21%	7
2024 Q4	$10.8M	Sell	173,402 -4,354	-2%	-$279K	5.2%	7
2024 Q3	$11.1M	Sell	177,756 -2,539	-1%	-$153K	5.01%	7
2024 Q2	$10.6M	Sell	180,295 -58,651	-25%	-$3.45M	5.02%	7
2024 Q1	$14.5M	Sell	238,946 -11,339	-5%	-$642K	6.67%	7
2023 Q4	$13.9M	Sell	250,285 -2,665	-1%	-$135K	6.45%	7
2023 Q3	$12.6M	Buy	252,950 +7,415	+3%	+$389K	6.21%	7
2023 Q2	$12.8M	Buy	245,535 +10,620	+5%	+$528K	6.2%	8
2023 Q1	$11.8M	Sell	234,915 -23,255	-9%	-$1.18M	6.04%	7
2022 Q4	$12.5M	Sell	258,170 -740	-0.3%	-$35.8K	6.64%	8
2022 Q3	$11.4M	Sell	258,910 -1,275	-0.5%	-$61.6K	6.42%	8
2022 Q2	$11.8M	Sell	260,185 -106,240	-29%	-$5.24M	6.28%	7
2022 Q1	$19.7M	Buy	366,425 +35,850	+11%	+$1.91M	6.72%	8
2021 Q4	$18.7M	Buy	330,575 +9,150	+3%	+$509K	6.73%	7
2021 Q3	$16.9M	Buy	321,425 +16,285	+5%	+$876K	6.48%	8
2021 Q2	$16.4K	Sell	305,140 -48,325	-14%	-$2.61M	0.01%	9
2021 Q1	$18.4M	Buy	+353,465	New	+$17.7M	7.8%	6

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

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

MTC Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.86% in Q1 2026, selling an estimated $103K and leaving 171,561 shares worth $11.6M. The position accounts for 5.5% of the portfolio, ranked #6.

MTC Wealth Management first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. The position peaked at $19.7M in Q1 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

MTC Wealth Management held 171,561 shares of iShares Core S&P Mid-Cap ETF worth $11.6M as of Q1 2026.
MTC Wealth Management sold 1,486 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $103K.
iShares Core S&P Mid-Cap ETF made up 5.5% of MTC Wealth Management's portfolio in Q1 2026, its #6 holding.
MTC Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
MTC Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $19.7M in Q1 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on MTC Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.