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

Quotient 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 Q2	$71.9M	Buy	931,862 +24,755	+3%	+$1.82M	1.7%	15
2026 Q1	$61.3M	Buy	907,107 +896,063	+8,114%	+$62.2M	1.61%	18
2025 Q4	$729K	Sell	11,044 -1,805	-14%	-$118K	0.02%	151
2025 Q3	$839K	Sell	12,849 -43	-0.3%	-$2.76K	0.02%	128
2025 Q2	$800K	Buy	12,892 +544	+4%	+$31.9K	0.02%	134
2025 Q1	$721K	Sell	12,348 -72	-0.6%	-$4.47K	0.02%	139
2024 Q4	$774K	Sell	12,420 -590	-5%	-$37.8K	0.03%	126
2024 Q3	$811K	Sell	13,010 -880	-6%	-$53.1K	0.03%	125
2024 Q2	$813K	Sell	13,890 -6,580	-32%	-$387K	0.03%	121
2024 Q1	$1.24M	Sell	20,470 -17,065	-45%	-$966K	0.04%	101
2023 Q4	$2.08M	Buy	+37,535	New	+$1.9M	0.08%	83

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

Quotient Wealth Partners's IJH Position: Q2 2026 in Review

Quotient Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $1.82M and bringing the position to 931,862 shares worth $71.9M. The position accounts for 1.7% of the portfolio, ranked #15.

Quotient Wealth Partners first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Quotient Wealth Partners held 931,862 shares of iShares Core S&P Mid-Cap ETF worth $71.9M as of Q2 2026.
Quotient Wealth Partners bought 24,755 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.82M.
iShares Core S&P Mid-Cap ETF made up 1.7% of Quotient Wealth Partners's portfolio in Q2 2026, its #15 holding.
Quotient Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.