Philip James Wealth Mangement’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Philip James Wealth Mangement’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	$234K	Sell	3,471 -8,334	-71%	-$578K	0.03%	150
2025 Q4	$779K	Buy	11,805 +37	+0.3%	+$2.42K	0.09%	98
2025 Q3	$768K	Sell	11,768 -3,179	-21%	-$204K	0.09%	97
2025 Q2	$927K	Sell	14,947 -29	-0.2%	-$1.7K	0.12%	88
2025 Q1	$874K	Sell	14,976 -845	-5%	-$52.5K	0.11%	86
2024 Q4	$986K	Buy	15,821 +1,181	+8%	+$75.7K	0.13%	79
2024 Q3	$912K	Buy	14,640 +42	+0.3%	+$2.53K	0.11%	77
2024 Q2	$854K	Sell	14,598 -76	-0.5%	-$4.46K	0.57%	26
2024 Q1	$891K	Sell	14,674 -11	-0.1%	-$623	0.63%	26
2023 Q4	$814K	Buy	+14,685	New	+$745K	0.63%	25

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

Philip James Wealth Mangement's IJH Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 71% in Q1 2026, selling an estimated $578K and leaving 3,471 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #150.

Philip James Wealth Mangement first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $986K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Philip James Wealth Mangement held 3,471 shares of iShares Core S&P Mid-Cap ETF worth $234K as of Q1 2026.
Philip James Wealth Mangement sold 8,334 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $578K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #150 holding.
Philip James Wealth Mangement first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's iShares Core S&P Mid-Cap ETF position peaked at $986K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.