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

Private Wealth Partners’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	$470K	Sell	6,962 -2,936	-30%	-$204K	0.04%	128
2025 Q4	$653K	Hold	9,898	–	–	0.05%	117
2025 Q3	$646K	Buy	9,898 +498	+5%	+$32K	0.05%	114
2025 Q2	$583K	Hold	9,400	–	–	0.05%	122
2025 Q1	$548K	Sell	9,400 -1,367	-13%	-$84.9K	0.05%	117
2024 Q4	$671K	Buy	10,767 +1,412	+15%	+$90.6K	0.05%	110
2024 Q3	$583K	Buy	9,355 +60	+0.6%	+$3.62K	0.05%	120
2024 Q2	$544K	Hold	9,295	–	–	0.04%	110
2024 Q1	$565K	Buy	9,295 +85	+0.9%	+$4.81K	0.05%	101
2023 Q4	$511K	Hold	9,210	–	–	0.04%	112
2023 Q3	$459K	Buy	9,210 +15	+0.2%	+$786	0.04%	104
2023 Q2	$481K	Buy	9,195 +305	+3%	+$15.2K	0.04%	104
2023 Q1	$445K	Buy	+8,890	New	+$453K	0.04%	110
2021 Q1	–	Sell	-5,500	Closed	-$253K	–	89
2020 Q4	$253K	Hold	5,500	–	–	0.03%	104
2020 Q3	$204K	Buy	+5,500	New	+$206K	0.02%	104
2020 Q1	–	Sell	-6,545	Closed	-$269K	–	130
2019 Q4	$269K	Hold	6,545	–	–	0.04%	109
2019 Q3	$253K	Sell	6,545 -70	-1%	-$2.69K	0.04%	107
2019 Q2	$257K	Buy	+6,615	New	+$254K	0.04%	113

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 Partners's IJH Position: Q1 2026 in Review

Private Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q1 2026, selling an estimated $204K and leaving 6,962 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #128.

Private Wealth Partners first reported a position in IJH in Q2 2019 and has held it in 18 quarters since. The position peaked at $671K in Q4 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Private Wealth Partners held 6,962 shares of iShares Core S&P Mid-Cap ETF worth $470K as of Q1 2026.
Private Wealth Partners sold 2,936 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $204K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Private Wealth Partners's portfolio in Q1 2026, its #128 holding.
Private Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 18 quarters since.
Private Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $671K in Q4 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.