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 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 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

Strategic Wealth Partners's IJH Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, selling an estimated $16.2K and leaving 1,687 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #376.

Strategic Wealth Partners first reported a position in IJH in Q4 2017 and has held it in 12 quarters since. The position peaked at $248K in Q1 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Strategic Wealth Partners held 1,687 shares of iShares Core S&P Mid-Cap ETF worth $114K as of Q1 2026.
Strategic Wealth Partners sold 233 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $16.2K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #376 holding.
Strategic Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $248K in Q1 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.