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

Peterson Wealth Services’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 		$8.78K Sell
130
-130
-50% -$9.02K ﹤0.01% 185
2025
Q4 		$17.2K Buy
260
+120
+86% +$7.86K ﹤0.01% 171
2025
Q3 		$17K Sell
140
-120
-46% -$7.71K ﹤0.01% 177
2025
Q2 		$16.1K Hold
260
– – ﹤0.01% 170
2025
Q1 		$15.2K Sell
260
-7,057
-96% -$438K ﹤0.01% 174
2024
Q4 		$456K Sell
7,317
-37
-0.5% -$2.37K 0.14% 94
2024
Q3 		$458K Sell
7,354
-29
-0.4% -$1.75K 0.15% 93
2024
Q2 		$432K Sell
7,383
-1,172
-14% -$68.9K 0.15% 95
2024
Q1 		$520K Sell
8,555
-800
-9% -$45.3K 0.19% 87
2023
Q4 		$519K Buy
+9,355
New +$474K 0.22% 61
2023
Q3 		– Sell
-9,725
Closed -$509K – 77
2023
Q2 		$509K Sell
9,725
-240
-2% -$11.9K 0.24% 65
2023
Q1 		$498K Buy
9,965
+525
+6% +$26.7K 0.26% 69
2022
Q4 		$457K Buy
9,440
+1,035
+12% +$50K 0.26% 63
2022
Q3 		$369K Buy
8,405
+230
+3% +$11.1K 0.26% 69
2022
Q2 		$370K Buy
8,175
+1,340
+20% +$66.1K 0.27% 70
2022
Q1 		$367K Buy
6,835
+1,010
+17% +$53.8K 0.23% 69
2021
Q4 		$330K Buy
+5,825
New +$324K 0.22% 66

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

Peterson Wealth Services's IJH Position: Q1 2026 in Review

Peterson Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 50% in Q1 2026, selling an estimated $9.02K and leaving 130 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Peterson Wealth Services first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $520K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Peterson Wealth Services held 130 shares of iShares Core S&P Mid-Cap ETF worth $8.78K as of Q1 2026.
  • Peterson Wealth Services sold 130 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $9.02K.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #185 holding.
  • Peterson Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Peterson Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $520K in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.