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

NewEdge 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 Q1	$27.7M	Buy	410,673 +50,977	+14%	+$3.54M	0.33%	73
2025 Q4	$23.7M	Buy	359,696 +191,701	+114%	+$12.6M	0.27%	81
2025 Q3	$10.9M	Sell	167,995 -7,685	-4%	-$494K	0.16%	117
2025 Q2	$11M	Buy	175,680 +8,494	+5%	+$499K	0.17%	111
2025 Q1	$9.76M	Buy	167,186 +598	+0.4%	+$37.1K	0.18%	112
2024 Q4	$10.4M	Buy	166,588 +22,649	+16%	+$1.45M	0.18%	113
2024 Q3	$8.97M	Buy	143,939 +85,935	+148%	+$5.18M	0.16%	127
2024 Q2	$3.39M	Sell	58,004 -907	-2%	-$53.3K	0.07%	221
2024 Q1	$3.41M	Buy	58,911 +10,831	+23%	+$613K	0.08%	219
2023 Q4	$2.67M	Buy	48,080 +20,895	+77%	+$1.06M	0.07%	249
2023 Q3	$1.36M	Buy	27,185 +115	+0.4%	+$6.03K	0.04%	315
2023 Q2	$1.42M	Sell	27,070 -2,450	-8%	-$122K	0.05%	309
2023 Q1	$1.48M	Sell	29,520 -2,970	-9%	-$151K	0.06%	269
2022 Q4	$1.57M	Buy	32,490 +6,465	+25%	+$312K	0.07%	243
2022 Q3	$1.14M	Buy	26,025 +20,930	+411%	+$1.01M	0.05%	258
2022 Q2	$231K	Buy	+5,095	New	+$252K	0.01%	509

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

NewEdge Wealth's IJH Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q1 2026, buying an estimated $3.54M and bringing the position to 410,673 shares worth $27.7M. The position accounts for 0.33% of the portfolio, ranked #73.

NewEdge Wealth first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

NewEdge Wealth held 410,673 shares of iShares Core S&P Mid-Cap ETF worth $27.7M as of Q1 2026.
NewEdge Wealth bought 50,977 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.54M.
iShares Core S&P Mid-Cap ETF made up 0.33% of NewEdge Wealth's portfolio in Q1 2026, its #73 holding.
NewEdge Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.