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

Provident Wealth 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	$170K	Hold	2,518	–	–	0.05%	85
2025 Q4	$166K	Sell	2,518 -49	-2%	-$3.21K	0.05%	91
2025 Q3	$168K	Sell	2,567 -103	-4%	-$6.62K	0.05%	92
2025 Q2	$166K	Hold	2,670	–	–	0.05%	87
2025 Q1	$156K	Buy	2,670 +1,450	+119%	+$90K	0.05%	87
2024 Q4	$76K	Hold	1,220	–	–	0.03%	100
2024 Q3	$76K	Buy	1,220 +310	+34%	+$18.7K	0.03%	100
2024 Q2	$53.3K	Hold	910	–	–	0.02%	97
2024 Q1	$55.3K	Buy	910 +655	+257%	+$37.1K	0.02%	81
2023 Q4	$14.1K	Hold	255	–	–	0.01%	80
2023 Q3	$12.7K	Sell	255 -10	-4%	-$524	0.01%	78
2023 Q2	$13.9K	Sell	265 -10	-4%	-$497	0.01%	79
2023 Q1	$13.8K	Hold	275	–	–	0.01%	83
2022 Q4	$13.3K	Hold	275	–	–	0.01%	79
2022 Q3	$12K	Hold	275	–	–	0.01%	83
2022 Q2	$12K	Buy	275 +235	+588%	+$11.6K	0.01%	85
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	94
2021 Q4	$2K	Sell	40 -190	-83%	-$10.6K	﹤0.01%	83
2021 Q3	$12K	Buy	230 +220	+2,200%	+$11.8K	0.01%	73
2021 Q2	$1K	Sell	10 -10	-50%	-$540	﹤0.01%	75
2021 Q1	$1K	Sell	20 -25	-56%	-$1.25K	﹤0.01%	64
2020 Q4	$2K	Sell	45 -5	-10%	-$211	﹤0.01%	59
2020 Q3	$2K	Sell	50 -54,115	-100%	-$2.02M	﹤0.01%	248
2020 Q2	$1.93M	Sell	54,165 -1,785	-3%	-$59.3K	2.12%	12
2020 Q1	$1.61M	Buy	55,950 +270	+0.5%	+$10K	1.97%	15
2019 Q4	$2.29M	Buy	+55,680	New	+$2.21M	2.04%	14

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

Provident Wealth Management's IJH Position: Q1 2026 in Review

Provident Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,518 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #85.

Provident Wealth Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.29M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Provident Wealth Management held 2,518 shares of iShares Core S&P Mid-Cap ETF worth $170K as of Q1 2026.
Provident Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Provident Wealth Management's portfolio in Q1 2026, its #85 holding.
Provident Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Provident Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.29M in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.