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

Smallwood Wealth Investment 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 		$57.8K Sell
750
-387
-34% -$28.4K 0.03% 183
2026
Q1 		$76.8K Buy
1,137
+387
+52% +$26.8K 0.04% 141
2025
Q4 		$49.5K Hold
750
– – 0.03% 178
2025
Q3 		$48.9K Hold
750
– – 0.02% 178
2025
Q2 		$46.5K Hold
750
– – 0.03% 173
2025
Q1 		$43.8K Buy
+750
New +$46.6K 0.03% 173

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Smallwood Wealth Investment Management's IJH Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 34% in Q2 2026, selling an estimated $28.4K and leaving 750 shares worth $57.8K. The position accounts for 0.03% of the portfolio, ranked #183.

Smallwood Wealth Investment Management first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $76.8K in Q1 2026. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Smallwood Wealth Investment Management held 750 shares of iShares Core S&P Mid-Cap ETF worth $57.8K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 387 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #183 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $76.8K in Q1 2026.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.