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

SpringVest 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	$2.05M	Sell	30,324 -1,343	-4%	-$93.2K	1.4%	18
2025 Q4	$2.09M	Sell	31,667 -915	-3%	-$59.9K	1.46%	18
2025 Q3	$2.13M	Sell	32,582 -259	-0.8%	-$16.6K	1.56%	16
2025 Q2	$2.04M	Sell	32,841 -537	-2%	-$31.5K	1.65%	16
2025 Q1	$1.95M	Sell	33,378 -4,563	-12%	-$283K	1.61%	14
2024 Q4	$2.36M	Buy	+37,941	New	+$2.43M	2.03%	14

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SpringVest Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q1 2026, selling an estimated $93.2K and leaving 30,324 shares worth $2.05M. The position accounts for 1.4% of the portfolio, ranked #18.

SpringVest Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

SpringVest Wealth Management held 30,324 shares of iShares Core S&P Mid-Cap ETF worth $2.05M as of Q1 2026.
SpringVest Wealth Management sold 1,343 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $93.2K.
iShares Core S&P Mid-Cap ETF made up 1.4% of SpringVest Wealth Management's portfolio in Q1 2026, its #18 holding.
SpringVest Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.36M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.