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

SHP 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
Q1 		$349K Buy
5,171
+235
+5% +$16.3K 0.03% 189
2025
Q4 		$326K Buy
+4,936
New +$323K 0.03% 188

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHP Wealth Management's IJH Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q1 2026, buying an estimated $16.3K and bringing the position to 5,171 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #189.

SHP Wealth Management first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,654 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • SHP Wealth Management held 5,171 shares of iShares Core S&P Mid-Cap ETF worth $349K as of Q1 2026.
  • SHP Wealth Management bought 235 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $16.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #189 holding.
  • SHP Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,654 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.