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

Shakespeare 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 Q2	–	Sell	-21,253	Closed	-$1.44M	–	87
2026 Q1	$1.44M	Buy	21,253 +352	+2%	+$24.4K	0.34%	33
2025 Q4	$1.38M	Sell	20,901 -40	-0.2%	-$2.62K	0.3%	36
2025 Q3	$1.37M	Sell	20,941 -24	-0.1%	-$1.54K	0.31%	35
2025 Q2	$1.3M	Sell	20,965 -84	-0.4%	-$4.93K	0.35%	34
2025 Q1	$1.23M	Sell	21,049 -824	-4%	-$51.2K	0.33%	35
2024 Q4	$1.36M	Buy	21,873 +315	+1%	+$20.2K	0.37%	34
2024 Q3	$1.34M	Sell	21,558 -929	-4%	-$56K	0.35%	32
2024 Q2	$1.32M	Sell	22,487 -64	-0.3%	-$3.76K	0.38%	30
2024 Q1	$1.37M	Sell	22,551 -1,994	-8%	-$113K	0.4%	30
2023 Q4	$1.36M	Sell	24,545 -560	-2%	-$28.4K	0.42%	29
2023 Q3	$1.25M	Sell	25,105 -780	-3%	-$40.9K	0.44%	29
2023 Q2	$1.35M	Sell	25,885 -2,405	-9%	-$120K	0.46%	28
2023 Q1	$1.42M	Sell	28,290 -250	-0.9%	-$12.7K	0.5%	26
2022 Q4	$1.38M	Sell	28,540 -590	-2%	-$28.5K	0.51%	26
2022 Q3	$1.28M	Buy	+29,130	New	+$1.41M	0.54%	27
2019 Q2	–	Sell	-38,010	Closed	-$1.44M	–	71
2019 Q1	$1.44M	Sell	38,010 -605	-2%	-$22.3K	1.08%	26
2018 Q4	$1.28M	Sell	38,615 -2,190	-5%	-$79.9K	0.99%	27
2018 Q3	$1.64M	Sell	40,805 -220	-0.5%	-$8.84K	1.27%	18
2018 Q2	$1.6M	Sell	41,025 -60	-0.1%	-$2.32K	1.43%	16
2018 Q1	$1.54M	Sell	41,085 -1,730	-4%	-$66.2K	1.33%	17
2017 Q4	$1.61M	Buy	+42,815	New	+$1.58M	1.52%	16

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

Shakespeare Wealth Management's IJH Position: Q2 2026 in Review

Shakespeare Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 21,253 shares — an estimated $1.44M sold.

Shakespeare Wealth Management first reported a position in IJH in Q4 2017 and held it in 21 quarters. The position peaked at $1.64M in Q3 2018. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Shakespeare Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Shakespeare Wealth Management sold 21,253 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.44M.
Shakespeare Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 21 quarters.
Shakespeare Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.64M in Q3 2018.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.