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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
Q2 		– Sell
-3,471
Closed -$234K – 158
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Philip James Wealth Mangement's IJH Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 3,471 shares — an estimated $234K sold.

Philip James Wealth Mangement first reported a position in IJH in Q4 2023 and held it in 10 quarters. The position peaked at $986K in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Philip James Wealth Mangement reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 3,471 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $234K.
  • Philip James Wealth Mangement first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Philip James Wealth Mangement's iShares Core S&P Mid-Cap ETF position peaked at $986K in Q4 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.