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

Partnership Wealth Management’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	$12.6M	Buy	163,831 +1,903	+1%	+$140K	8.54%	3
2026 Q1	$10.9M	Sell	161,928 -6,947	-4%	-$482K	8.34%	3
2025 Q4	$11.1M	Buy	168,875 +964	+0.6%	+$63.1K	8.02%	3
2025 Q3	$11M	Sell	167,911 -883	-0.5%	-$56.7K	8.44%	2
2025 Q2	$10.5M	Sell	168,794 -4,004	-2%	-$235K	8.48%	2
2025 Q1	$10.1M	Buy	172,798 +757	+0.4%	+$47K	8.56%	2
2024 Q4	$10.7M	Buy	172,041 +24,239	+16%	+$1.55M	8.92%	2
2024 Q3	$9.21M	Buy	147,802 +88,279	+148%	+$5.32M	6.5%	3
2024 Q2	$3.48M	Sell	59,523 -11,302	-16%	-$664K	2.57%	6
2024 Q1	$4.3M	Buy	70,825 +1,875	+3%	+$106K	3.02%	4
2023 Q4	$3.76M	Buy	+68,950	New	+$3.5M	2.83%	6

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return