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

Naviter Wealth’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	$440K	Buy	+5,710	New	+$419K	0.04%	230
2025 Q4	–	Sell	-5,587	Closed	-$365K	–	279
2025 Q3	$365K	Hold	5,587	–	–	0.04%	218
2025 Q2	$347K	Buy	5,587 +440	+9%	+$25.8K	0.04%	224
2025 Q1	$300K	Hold	5,147	–	–	0.04%	234
2024 Q4	$321K	Hold	5,147	–	–	0.04%	234
2024 Q3	$321K	Hold	5,147	–	–	0.04%	199
2024 Q2	$301K	Buy	+5,147	New	+$302K	0.05%	196

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 22.96% 1-Year Est. Return

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

Naviter Wealth's IJH Position: Q2 2026 in Review

Naviter Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 5,710 shares worth $440K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in IJH as recently as Q3 2025.

Naviter Wealth first reported a position in IJH in Q2 2024 and has held it in 7 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Naviter Wealth held 5,710 shares of iShares Core S&P Mid-Cap ETF worth $440K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Naviter Wealth position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #230 holding.
Naviter Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 7 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.