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

Perfromance Wealth Partners’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	$495K	Buy	7,337 +631	+9%	+$43.8K	0.01%	122
2025 Q4	$443K	Buy	6,706 +446	+7%	+$29.2K	0.01%	131
2025 Q3	$409K	Sell	6,260 -19	-0.3%	-$1.22K	0.01%	140
2025 Q2	$389K	Sell	6,279 -585	-9%	-$34.3K	0.01%	133
2025 Q1	$401K	Sell	6,864 -466	-6%	-$28.9K	0.01%	110
2024 Q4	$457K	Hold	7,330	–	–	0.01%	101
2024 Q3	$457K	Sell	7,330 -25	-0.3%	-$1.51K	0.02%	109
2024 Q2	$430K	Hold	7,355	–	–	0.02%	94
2024 Q1	$447K	Sell	7,355 -5	-0.1%	-$283	0.02%	102
2023 Q4	$408K	Sell	7,360 -1,160	-14%	-$58.8K	0.02%	114
2023 Q3	$425K	Hold	8,520	–	–	0.02%	116
2023 Q2	$443K	Sell	8,520 -1,620	-16%	-$80.5K	0.02%	125
2023 Q1	$507K	Sell	10,140 -330	-3%	-$16.8K	0.03%	110
2022 Q4	$507K	Sell	10,470 -340	-3%	-$16.4K	0.03%	101
2022 Q3	$474K	Buy	10,810 +240	+2%	+$11.6K	0.03%	100
2022 Q2	$478K	Hold	10,570	–	–	0.03%	102
2022 Q1	$567K	Sell	10,570 -150	-1%	-$7.99K	0.02%	101
2021 Q4	$607K	Buy	+10,720	New	+$597K	0.02%	106

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

Perfromance Wealth Partners's IJH Position: Q1 2026 in Review

Perfromance Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q1 2026, buying an estimated $43.8K and bringing the position to 7,337 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #122.

Perfromance Wealth Partners first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $607K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Perfromance Wealth Partners held 7,337 shares of iShares Core S&P Mid-Cap ETF worth $495K as of Q1 2026.
Perfromance Wealth Partners bought 631 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $43.8K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #122 holding.
Perfromance Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $607K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.