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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
17,349
+984
+6% +$68.3K 1.05% 24
2025
Q4
$1.08M Buy
+16,365
New +$1.07M 0.99% 22

Other funds holding IJH

Smith Partners Wealth Management's IJH Position: Q1 2026 in Review

Smith Partners Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q1 2026, buying an estimated $68.3K and bringing the position to 17,349 shares worth $1.17M. The position accounts for 1.05% of the portfolio, ranked #24.

Smith Partners Wealth Management first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Smith Partners Wealth Management held 17,349 shares of iShares Core S&P Mid-Cap ETF worth $1.17M as of Q1 2026.
  • Smith Partners Wealth Management bought 984 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $68.3K.
  • iShares Core S&P Mid-Cap ETF made up 1.05% of Smith Partners Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Smith Partners 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.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Smith Partners Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.