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

MY 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	$2.22M	Buy	38,055 +2,518	+7%	+$175K	2.15%	13
2025 Q4	$2.35M	Sell	35,537 -1,730	-5%	-$113K	2.04%	16
2025 Q3	$2.43M	Sell	37,267 -765	-2%	-$49.2K	2.13%	16
2025 Q2	$2.36M	Sell	38,032 -23	-0.1%	-$1.35K	2.26%	15
2025 Q1	$2.22M	Hold	38,055	–	–	2.15%	13
2024 Q4	$2.37M	Hold	38,055	–	–	2.37%	13
2024 Q3	$2.37M	Sell	38,055 -970	-2%	-$58.5K	2.41%	13
2024 Q2	$2.28M	Buy	39,025 +1,260	+3%	+$74K	2.6%	14
2024 Q1	$2.29M	Sell	37,765 -23,035	-38%	-$1.3M	2.53%	14
2023 Q4	$3.37M	Buy	60,800 +3,170	+6%	+$161K	3.17%	12
2023 Q3	$2.87M	Sell	57,630 -55	-0.1%	-$2.88K	2.86%	14
2023 Q2	$3.02M	Buy	57,685 +2,085	+4%	+$104K	2.75%	15
2023 Q1	$2.78M	Sell	55,600 -115	-0.2%	-$5.86K	2.79%	15
2022 Q4	$2.7M	Buy	55,715 +10,140	+22%	+$490K	4.11%	9
2022 Q3	$2M	Sell	45,575 -2,770	-6%	-$134K	2.14%	16
2022 Q2	$2.19M	Sell	48,345 -155	-0.3%	-$7.65K	2.36%	16
2022 Q1	$2.6M	Sell	48,500 -885	-2%	-$47.1K	2.41%	17
2021 Q4	$2.8M	Buy	+49,385	New	+$2.75M	2.46%	17

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

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

MY Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q1 2026, buying an estimated $175K and bringing the position to 38,055 shares worth $2.22M. The position accounts for 2.15% of the portfolio, ranked #13.

MY Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.37M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

MY Wealth Management held 38,055 shares of iShares Core S&P Mid-Cap ETF worth $2.22M as of Q1 2026.
MY Wealth Management bought 2,518 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $175K.
iShares Core S&P Mid-Cap ETF made up 2.15% of MY Wealth Management's portfolio in Q1 2026, its #13 holding.
MY Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.37M in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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