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

New Insight Wealth Advisors’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	$701K	Sell	10,384 -147	-1%	-$10.2K	0.25%	61
2025 Q4	$695K	Sell	10,531 -459	-4%	-$30.1K	0.25%	62
2025 Q3	$717K	Buy	10,990 +237	+2%	+$15.2K	0.27%	58
2025 Q2	$667K	Sell	10,753 -177	-2%	-$10.4K	0.27%	55
2025 Q1	$638K	Sell	10,930 -1,049	-9%	-$65.1K	0.29%	50
2024 Q4	$746K	Buy	11,979 +54	+0.5%	+$3.46K	0.37%	40
2024 Q3	$743K	Buy	11,925 +100	+0.8%	+$6.03K	0.39%	40
2024 Q2	$692K	Buy	11,825 +721	+6%	+$42.4K	0.41%	39
2024 Q1	$674K	Buy	11,104 +654	+6%	+$37K	0.42%	40
2023 Q4	$579K	Buy	+10,450	New	+$530K	0.39%	40

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

New Insight Wealth Advisors's IJH Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, selling an estimated $10.2K and leaving 10,384 shares worth $701K. The position accounts for 0.25% of the portfolio, ranked #61.

New Insight Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $746K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

New Insight Wealth Advisors held 10,384 shares of iShares Core S&P Mid-Cap ETF worth $701K as of Q1 2026.
New Insight Wealth Advisors sold 147 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.2K.
iShares Core S&P Mid-Cap ETF made up 0.25% of New Insight Wealth Advisors's portfolio in Q1 2026, its #61 holding.
New Insight Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $746K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.