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

SIMA 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	$726K	Sell	9,415 -507	-5%	-$37.2K	0.51%	25
2026 Q1	$670K	Sell	9,922 -64	-0.6%	-$4.44K	0.51%	25
2025 Q4	$659K	Sell	9,986 -61	-0.6%	-$4K	0.5%	26
2025 Q3	$656K	Sell	10,047 -30	-0.3%	-$1.93K	0.5%	25
2025 Q2	$625K	Sell	10,077 -462	-4%	-$27.1K	0.5%	25
2025 Q1	$615K	Sell	10,539 -199	-2%	-$12.4K	0.51%	23
2024 Q4	$669K	Sell	10,738 -273	-2%	-$17.5K	0.57%	23
2024 Q3	$686K	Sell	11,011 -129	-1%	-$7.78K	0.6%	24
2024 Q2	$652K	Buy	+11,140	New	+$654K	0.62%	24

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

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

SIMA Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.1% in Q2 2026, selling an estimated $37.2K and leaving 9,415 shares worth $726K. The position accounts for 0.51% of the portfolio, ranked #25.

SIMA Wealth Partners first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SIMA Wealth Partners held 9,415 shares of iShares Core S&P Mid-Cap ETF worth $726K as of Q2 2026.
SIMA Wealth Partners sold 507 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $37.2K.
iShares Core S&P Mid-Cap ETF made up 0.51% of SIMA Wealth Partners's portfolio in Q2 2026, its #25 holding.
SIMA Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.