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

NerdWallet Wealth Partners’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	$4.9M	Buy	63,507 +12,397	+24%	+$910K	1.69%	10
2026 Q1	$3.45M	Buy	51,110 +31,088	+155%	+$2.16M	1.51%	10
2025 Q4	$1.32M	Buy	20,022 +3,337	+20%	+$219K	0.59%	21
2025 Q3	$1.09M	Buy	+16,685	New	+$1.07M	0.53%	26

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

NerdWallet Wealth Partners's IJH Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q2 2026, buying an estimated $910K and bringing the position to 63,507 shares worth $4.9M. The position accounts for 1.69% of the portfolio, ranked #10.

NerdWallet Wealth Partners first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

NerdWallet Wealth Partners held 63,507 shares of iShares Core S&P Mid-Cap ETF worth $4.9M as of Q2 2026.
NerdWallet Wealth Partners bought 12,397 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $910K.
iShares Core S&P Mid-Cap ETF made up 1.69% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #10 holding.
NerdWallet Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.