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 Q2	$10K	Hold	130	–	–	﹤0.01%	185
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peterson Wealth Services's IJH Position: Q2 2026 in Review

Peterson Wealth Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 130 shares worth $10K. 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 18 quarters since. The position peaked at $520K in Q1 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Peterson Wealth Services held 130 shares of iShares Core S&P Mid-Cap ETF worth $10K as of Q2 2026.
Peterson Wealth Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 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 18 quarters since.
Peterson Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $520K in Q1 2024.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.