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

SMART Wealth’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 		$273K Buy
4,047
+609
+18% +$42.2K 0.08% 181
2025
Q4 		$227K Buy
3,438
+61
+2% +$4K 0.07% 171
2025
Q3 		$220K Sell
3,377
-379
-10% -$24.4K 0.08% 132
2025
Q2 		$233K Buy
3,756
+150
+4% +$8.8K 0.07% 156
2025
Q1 		$210K Sell
3,606
-310
-8% -$19.3K 0.08% 149
2024
Q4 		$244K Buy
+3,916
New +$251K 0.09% 131

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 $544B AUM 28.31% 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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMART Wealth's IJH Position: Q1 2026 in Review

SMART Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, buying an estimated $42.2K and bringing the position to 4,047 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #181.

SMART Wealth first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • SMART Wealth held 4,047 shares of iShares Core S&P Mid-Cap ETF worth $273K as of Q1 2026.
  • SMART Wealth bought 609 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $42.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #181 holding.
  • SMART Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.