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

Revolve 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	$1.96M	Sell	25,391 -301	-1%	-$22.1K	0.2%	71
2026 Q1	$1.73M	Sell	25,692 -4,845	-16%	-$336K	0.23%	63
2025 Q4	$2.02M	Sell	30,537 -1,877	-6%	-$123K	0.24%	61
2025 Q3	$2.12M	Sell	32,414 -79	-0.2%	-$5.08K	0.25%	56
2025 Q2	$2.02M	Sell	32,493 -52	-0.2%	-$3.05K	0.26%	59
2025 Q1	$1.9M	Sell	32,545 -308	-0.9%	-$19.1K	0.27%	56
2024 Q4	$2.05M	Sell	32,853 -31	-0.1%	-$1.99K	0.3%	52
2024 Q3	$2.05M	Sell	32,884 -1,940	-6%	-$117K	0.31%	49
2024 Q2	$2.04M	Sell	34,824 -969	-3%	-$56.9K	0.34%	48
2024 Q1	$2.17M	Sell	35,793 -482	-1%	-$27.3K	0.37%	49
2023 Q4	$2.01M	Sell	36,275 -2,505	-6%	-$127K	0.39%	44
2023 Q3	$1.93M	Sell	38,780 -2,465	-6%	-$129K	0.45%	44
2023 Q2	$2.16M	Sell	41,245 -9,265	-18%	-$460K	0.5%	40
2023 Q1	$2.53M	Sell	50,510 -21,025	-29%	-$1.07M	0.64%	34
2022 Q4	$3.46M	Sell	71,535 -14,920	-17%	-$721K	0.99%	21
2022 Q3	$3.79M	Sell	86,455 -2,080	-2%	-$101K	1.27%	20
2022 Q2	$4.01M	Buy	88,535 +10,235	+13%	+$505K	1.32%	19
2022 Q1	$4.2M	Sell	78,300 -740	-0.9%	-$39.4K	1.21%	22
2021 Q4	$4.47M	Buy	+79,040	New	+$4.4M	1.29%	19

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

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

Revolve Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, selling an estimated $22.1K and leaving 25,391 shares worth $1.96M. The position accounts for 0.2% of the portfolio, ranked #71.

Revolve Wealth Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.47M in Q4 2021. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Revolve Wealth Partners held 25,391 shares of iShares Core S&P Mid-Cap ETF worth $1.96M as of Q2 2026.
Revolve Wealth Partners sold 301 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.1K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Revolve Wealth Partners's portfolio in Q2 2026, its #71 holding.
Revolve Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.47M in Q4 2021.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.