Partnership Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Partnership Wealth Management's IJH Position: Q2 2026 in Review
Partnership Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $140K and bringing the position to 163,831 shares worth $12.6M. The position accounts for 8.54% of the portfolio, ranked #3.
Partnership Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Partnership Wealth Management held 163,831 shares of iShares Core S&P Mid-Cap ETF worth $12.6M as of Q2 2026.
- Partnership Wealth Management bought 1,903 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $140K.
- iShares Core S&P Mid-Cap ETF made up 8.54% of Partnership Wealth Management's portfolio in Q2 2026, its #3 holding.
- Partnership Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.