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

Summit Wealth Group’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	$260K	Sell	3,850 -333	-8%	-$23.1K	0.06%	108
2025 Q4	$276K	Hold	4,183	–	–	0.06%	103
2025 Q3	$273K	Hold	4,183	–	–	0.07%	98
2025 Q2	$259K	Buy	4,183 +333	+9%	+$19.5K	0.07%	99
2025 Q1	$225K	Hold	3,850	–	–	0.07%	95
2024 Q4	$240K	Hold	3,850	–	–	0.07%	87
2024 Q3	$240K	Hold	3,850	–	–	0.07%	88
2024 Q2	$225K	Buy	+3,850	New	+$226K	0.07%	90
2023 Q3	–	Sell	-3,850	Closed	-$201K	–	52
2023 Q2	$201K	Sell	3,850 -959,265	-100%	-$47.7M	0.08%	75
2023 Q1	$1K	Buy	+963,115	New	+$49.1M	0.02%	124
2021 Q4	–	Sell	-3,850	Closed	-$203K	–	38
2021 Q3	$203K	Buy	+3,850	New	+$207K	0.32%	43

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

Summit Wealth Group's IJH Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q1 2026, selling an estimated $23.1K and leaving 3,850 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #108.

Summit Wealth Group first reported a position in IJH in Q3 2021 and has held it in 11 quarters since. The position peaked at $276K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Summit Wealth Group held 3,850 shares of iShares Core S&P Mid-Cap ETF worth $260K as of Q1 2026.
Summit Wealth Group sold 333 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $23.1K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Summit Wealth Group's portfolio in Q1 2026, its #108 holding.
Summit Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 11 quarters since.
Summit Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $276K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.