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NWK Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NWK Group’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 		$689K Sell
10,202
-439
-4% -$30.5K 0.26% 35
2025
Q4 		$702K Sell
10,641
-1,671
-14% -$109K 0.24% 38
2025
Q3 		$803K Sell
12,312
-411
-3% -$26.4K 0.27% 37
2025
Q2 		$789K Buy
12,723
+126
+1% +$7.4K 0.28% 33
2025
Q1 		$735K Buy
12,597
+710
+6% +$44.1K 0.34% 32
2024
Q4 		$741K Buy
11,887
+233
+2% +$14.9K 0.29% 38
2024
Q3 		$726K Sell
11,654
-155
-1% -$9.35K 0.3% 39
2024
Q2 		$691K Buy
11,809
+106
+0.9% +$6.23K 0.29% 34
2024
Q1 		$711K Sell
11,703
-587
-5% -$33.2K 0.33% 36
2023
Q4 		$681K Buy
12,290
+840
+7% +$42.6K 0.35% 37
2023
Q3 		$571K Buy
11,450
+425
+4% +$22.3K 0.35% 34
2023
Q2 		$577K Buy
11,025
+190
+2% +$9.44K 0.34% 36
2023
Q1 		$542K Buy
10,835
+960
+10% +$48.9K 0.35% 41
2022
Q4 		$478K Sell
9,875
-245
-2% -$11.8K 0.35% 39
2022
Q3 		$444K Buy
10,120
+105
+1% +$5.08K 0.34% 34
2022
Q2 		$453K Sell
10,015
-40
-0.4% -$1.98K 0.31% 37
2022
Q1 		$540K Sell
10,055
-275
-3% -$14.6K 0.29% 39
2021
Q4 		$585K Buy
10,330
+1,055
+11% +$58.7K 0.22% 43
2021
Q3 		$488K Sell
9,275
-1,085
-10% -$58.4K 0.19% 44
2021
Q2 		$557K Buy
10,360
+165
+2% +$8.91K 0.22% 49
2021
Q1 		$531K Buy
10,195
+335
+3% +$16.7K 0.23% 53
2020
Q4 		$453K Sell
9,860
-325
-3% -$13.7K 0.19% 50
2020
Q3 		$377K Buy
10,185
+15
+0.1% +$561 0.19% 52
2020
Q2 		$362K Buy
10,170
+315
+3% +$10.5K 0.21% 49
2020
Q1 		$284K Buy
9,855
+1,185
+14% +$44.1K 0.24% 46
2019
Q4 		$357K Buy
+8,670
New +$344K 0.29% 52

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NWK Group's IJH Position: Q1 2026 in Review

NWK Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q1 2026, selling an estimated $30.5K and leaving 10,202 shares worth $689K. The position accounts for 0.26% of the portfolio, ranked #35.

NWK Group first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $803K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • NWK Group held 10,202 shares of iShares Core S&P Mid-Cap ETF worth $689K as of Q1 2026.
  • NWK Group sold 439 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $30.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of NWK Group's portfolio in Q1 2026, its #35 holding.
  • NWK Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • NWK Group's iShares Core S&P Mid-Cap ETF position peaked at $803K in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.