Prestige Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Prestige Wealth Management Group’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	$190K	Hold	2,810	–	–	0.04%	163
2025 Q4	$185K	Buy	+2,810	New	+$184K	0.04%	165
2023 Q3	–	Sell	-1,995	Closed	-$104K	–	1064
2023 Q2	$104K	Hold	1,995	–	–	0.02%	202
2023 Q1	$99.8K	Hold	1,995	–	–	0.03%	185
2022 Q4	$96.5K	Sell	1,995 -75	-4%	-$3.62K	0.03%	194
2022 Q3	$91K	Hold	2,070	–	–	0.03%	177
2022 Q2	$94K	Hold	2,070	–	–	0.03%	182
2022 Q1	$111K	Hold	2,070	–	–	0.03%	178
2021 Q4	$117K	Sell	2,070 -180	-8%	-$10K	0.03%	185
2021 Q3	$118K	Buy	2,250 +375	+20%	+$20.2K	0.03%	176
2021 Q2	$101K	Sell	1,875 -375	-17%	-$20.2K	0.03%	179
2021 Q1	$117K	Sell	2,250 -275	-11%	-$13.7K	0.03%	169
2020 Q4	$116K	Hold	2,525	–	–	0.03%	160
2020 Q3	$94K	Sell	2,525 -155	-6%	-$5.79K	0.03%	183
2020 Q2	$95K	Hold	2,680	–	–	0.03%	157
2020 Q1	$77K	Hold	2,680	–	–	0.03%	138
2019 Q4	$110K	Sell	2,680 -95	-3%	-$3.77K	0.06%	154
2019 Q3	$107K	Hold	2,775	–	–	0.06%	145
2019 Q2	$108K	Sell	2,775 -1,855	-40%	-$71.1K	0.07%	146
2019 Q1	$175K	Sell	4,630 -35	-0.8%	-$1.29K	0.11%	115
2018 Q4	$155K	Buy	+4,665	New	+$170K	0.11%	117

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

Prestige Wealth Management Group's IJH Position: Q1 2026 in Review

Prestige Wealth Management Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,810 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #163.

Prestige Wealth Management Group first reported a position in IJH in Q4 2018 and has held it in 21 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Prestige Wealth Management Group held 2,810 shares of iShares Core S&P Mid-Cap ETF worth $190K as of Q1 2026.
Prestige Wealth Management Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Prestige Wealth Management Group's portfolio in Q1 2026, its #163 holding.
Prestige Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 21 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.