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 Q2	$226K	Buy	2,925 +115	+4%	+$8.44K	0.04%	157
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 $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 22.9% 1-Year Est. Return

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

Prestige Wealth Management Group's IJH Position: Q2 2026 in Review

Prestige Wealth Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q2 2026, buying an estimated $8.44K and bringing the position to 2,925 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #157.

Prestige Wealth Management Group first reported a position in IJH in Q4 2018 and has held it in 22 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Prestige Wealth Management Group held 2,925 shares of iShares Core S&P Mid-Cap ETF worth $226K as of Q2 2026.
Prestige Wealth Management Group bought 115 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.44K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #157 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 22 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.