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

Private 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	$1.13M	Sell	14,635 -500	-3%	-$36.7K	0.26%	42
2026 Q1	$1.02M	Buy	15,135 +500	+3%	+$34.7K	0.27%	42
2025 Q4	$966K	Hold	14,635	–	–	0.26%	42
2025 Q3	$955K	Hold	14,635	–	–	0.26%	41
2025 Q2	$908K	Hold	14,635	–	–	0.3%	40
2025 Q1	$854K	Hold	14,635	–	–	0.32%	38
2024 Q4	$912K	Hold	14,635	–	–	0.35%	37
2024 Q3	$912K	Hold	14,635	–	–	0.36%	36
2024 Q2	$856K	Hold	14,635	–	–	0.37%	35
2024 Q1	$889K	Hold	14,635	–	–	0.4%	34
2023 Q4	$811K	Buy	+14,635	New	+$742K	0.4%	36

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 22.96% 1-Year Est. Return

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

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

Private Wealth Management Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, selling an estimated $36.7K and leaving 14,635 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #42.

Private Wealth Management Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Private Wealth Management Group held 14,635 shares of iShares Core S&P Mid-Cap ETF worth $1.13M as of Q2 2026.
Private Wealth Management Group sold 500 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $36.7K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Private Wealth Management Group's portfolio in Q2 2026, its #42 holding.
Private Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.