Richard W. Paul & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Richard W. Paul & Associates’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	$3.67M	Sell	47,623 -85	-0.2%	-$6.24K	1.12%	22
2026 Q1	$3.22M	Sell	47,708 -165	-0.3%	-$11.4K	1.08%	23
2025 Q4	$3.16M	Sell	47,873 -87	-0.2%	-$5.7K	1.05%	20
2025 Q3	$3.13M	Buy	47,960 +802	+2%	+$51.5K	1.07%	21
2025 Q2	$2.92M	Buy	47,158 +1,760	+4%	+$103K	1.06%	22
2025 Q1	$2.65M	Buy	45,398 +44,468	+4,782%	+$2.76M	1.04%	20
2024 Q4	$57.9K	Sell	930 -3	-0.3%	-$192	0.02%	207
2024 Q3	$58.1K	Buy	933 +3	+0.3%	+$181	0.02%	208
2024 Q2	$54.4K	Sell	930 -6	-0.6%	-$352	0.02%	208
2024 Q1	$56.9K	Sell	936 -14	-1%	-$793	0.02%	211
2023 Q4	$52.7K	Sell	950 -30	-3%	-$1.52K	0.02%	214
2023 Q3	$48.9K	Sell	980 -25	-2%	-$1.31K	0.02%	203
2023 Q2	$52.6K	Sell	1,005 -65	-6%	-$3.23K	0.02%	215
2023 Q1	$53.5K	Buy	1,070 +50	+5%	+$2.55K	0.02%	215
2022 Q4	$49.3K	Buy	+1,020	New	+$49.3K	0.02%	218

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

Richard W. Paul & Associates's IJH Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q2 2026, selling an estimated $6.24K and leaving 47,623 shares worth $3.67M. The position accounts for 1.12% of the portfolio, ranked #22.

Richard W. Paul & Associates first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Richard W. Paul & Associates held 47,623 shares of iShares Core S&P Mid-Cap ETF worth $3.67M as of Q2 2026.
Richard W. Paul & Associates sold 85 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.24K.
iShares Core S&P Mid-Cap ETF made up 1.12% of Richard W. Paul & Associates's portfolio in Q2 2026, its #22 holding.
Richard W. Paul & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.