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

Redwood 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 Q1	$1.83M	Sell	27,165 -34	-0.1%	-$2.36K	0.79%	33
2025 Q4	$1.8M	Sell	27,199 -534	-2%	-$35K	0.75%	34
2025 Q3	$1.81M	Hold	27,733	–	–	0.77%	36
2025 Q2	$1.72M	Sell	27,733 -32	-0.1%	-$1.88K	0.77%	36
2025 Q1	$1.62M	Sell	27,765 -18	-0.1%	-$1.12K	0.82%	33
2024 Q4	$1.73M	Sell	27,783 -625	-2%	-$40.1K	0.84%	29
2024 Q3	$1.77M	Sell	28,408 -385	-1%	-$23.2K	0.88%	31
2024 Q2	$1.68M	Buy	28,793 +476	+2%	+$28K	1.27%	19
2024 Q1	$1.72M	Buy	28,317 +57	+0.2%	+$3.23K	1.82%	16
2023 Q4	$1.57M	Sell	28,260 -55	-0.2%	-$2.79K	1.74%	16
2023 Q3	$1.41M	Sell	28,315 -975	-3%	-$51.1K	1.65%	16
2023 Q2	$1.53M	Sell	29,290 -6,250	-18%	-$311K	1.7%	16
2023 Q1	$1.78M	Sell	35,540 -240	-0.7%	-$12.2K	2.02%	12
2022 Q4	$1.73M	Buy	+35,780	New	+$1.73M	2.16%	11

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

Redwood Wealth Management Group's IJH Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q1 2026, selling an estimated $2.36K and leaving 27,165 shares worth $1.83M. The position accounts for 0.79% of the portfolio, ranked #33.

Redwood Wealth Management Group first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Redwood Wealth Management Group held 27,165 shares of iShares Core S&P Mid-Cap ETF worth $1.83M as of Q1 2026.
Redwood Wealth Management Group sold 34 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.36K.
iShares Core S&P Mid-Cap ETF made up 0.79% of Redwood Wealth Management Group's portfolio in Q1 2026, its #33 holding.
Redwood Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.