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

Private Wealth Asset Management’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	$57M	Buy	844,216 +1,017	+0.1%	+$70.5K	6.09%	4
2025 Q4	$55.7M	Buy	843,199 +4,813	+0.6%	+$315K	6.05%	4
2025 Q3	$54.7M	Buy	838,386 +11,804	+1%	+$759K	6.46%	4
2025 Q2	$51.3M	Buy	826,582 +12,316	+2%	+$723K	6.8%	3
2025 Q1	$47.5M	Buy	+814,266	New	+$50.6M	6.83%	3

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

Private Wealth Asset Management's IJH Position: Q1 2026 in Review

Private Wealth Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q1 2026, buying an estimated $70.5K and bringing the position to 844,216 shares worth $57M. The position accounts for 6.09% of the portfolio, ranked #4.

Private Wealth Asset Management first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Private Wealth Asset Management held 844,216 shares of iShares Core S&P Mid-Cap ETF worth $57M as of Q1 2026.
Private Wealth Asset Management bought 1,017 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $70.5K.
iShares Core S&P Mid-Cap ETF made up 6.09% of Private Wealth Asset Management's portfolio in Q1 2026, its #4 holding.
Private Wealth Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.