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

Strategic 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 		$130K Hold
1,687
– – 0.01% 361
2026
Q1 		$114K Sell
1,687
-233
-12% -$16.2K 0.01% 376
2025
Q4 		$127K Buy
1,920
+898
+88% +$58.8K 0.01% 376
2025
Q3 		$66.7K Hold
1,022
– – 0.01% 502
2025
Q2 		$63.4K Buy
+1,022
New +$60K 0.01% 457
2019
Q4 		– Sell
-2,530
Closed -$43.5K – 302
2019
Q3 		$43.5K Sell
2,530
-650
-20% -$25K 0.22% 91
2019
Q2 		$123K Sell
3,180
-3,320
-51% -$127K 0.06% 161
2019
Q1 		$248K Buy
6,500
+1,880
+41% +$69.4K 0.11% 128
2018
Q4 		$163K Buy
4,620
+455
+11% +$16.6K 0.08% 143
2018
Q3 		$168K Sell
4,165
-310
-7% -$12.5K 0.09% 143
2018
Q2 		$174K Buy
4,475
+4,210
+1,589% +$163K 0.1% 152
2018
Q1 		$10K Sell
265
-460
-63% -$17.6K 0.01% 534
2017
Q4 		$27K Buy
+725
New +$26.8K 0.02% 282

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

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

Strategic Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,687 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #361.

Strategic Wealth Partners first reported a position in IJH in Q4 2017 and has held it in 13 quarters since. The position peaked at $248K in Q1 2019. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Strategic Wealth Partners held 1,687 shares of iShares Core S&P Mid-Cap ETF worth $130K as of Q2 2026.
  • Strategic Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • Strategic Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 13 quarters since.
  • Strategic Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $248K in Q1 2019.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.