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

Summit 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 		$5.85M Buy
86,596
+19,533
+29% +$1.35M 0.93% 31
2025
Q4 		$4.43M Sell
67,063
-1,858
-3% -$122K 0.82% 34
2025
Q3 		$4.5M Buy
68,921
+174
+0.3% +$11.2K 0.81% 34
2025
Q2 		$4.26M Sell
68,747
-2,703
-4% -$159K 0.81% 33
2025
Q1 		$4.17M Buy
71,450
+154
+0.2% +$9.56K 0.85% 29
2024
Q4 		$4.44M Sell
71,296
-2,906
-4% -$186K 0.91% 27
2024
Q3 		$4.62M Buy
74,202
+318
+0.4% +$19.2K 0.89% 26
2024
Q2 		$4.32M Buy
73,884
+1,662
+2% +$97.6K 0.9% 28
2024
Q1 		$4.39M Buy
72,222
+6,057
+9% +$343K 0.94% 27
2023
Q4 		$3.67M Buy
66,165
+5,445
+9% +$276K 0.85% 29
2023
Q3 		$3.03M Buy
60,720
+1,185
+2% +$62.1K 0.77% 30
2023
Q2 		$3.11M Buy
59,535
+585
+1% +$29.1K 0.78% 31
2023
Q1 		$2.95M Buy
58,950
+480
+0.8% +$24.5K 0.76% 32
2022
Q4 		$2.83M Sell
58,470
-830
-1% -$40.1K 0.75% 31
2022
Q3 		$2.6M Sell
59,300
-2,910
-5% -$141K 0.73% 35
2022
Q2 		$2.81M Sell
62,210
-8,565
-12% -$423K 0.75% 31
2022
Q1 		$3.8M Buy
70,775
+1,610
+2% +$85.7K 0.86% 28
2021
Q4 		$3.92M Buy
69,165
+4,875
+8% +$271K 0.84% 27
2021
Q3 		$3.38M Sell
64,290
-725
-1% -$39K 0.8% 27
2021
Q2 		$3.49M Buy
65,015
+2,550
+4% +$138K 0.83% 28
2021
Q1 		$3.25M Sell
62,465
-1,485
-2% -$74.2K 0.83% 29
2020
Q4 		$2.94M Sell
63,950
-11,190
-15% -$471K 0.8% 29
2020
Q3 		$2.78M Buy
75,140
+2,625
+4% +$98.1K 0.84% 28
2020
Q2 		$2.58M Buy
72,515
+34,380
+90% +$1.14M 0.83% 29
2020
Q1 		$1.1M Buy
38,135
+3,525
+10% +$131K 0.45% 39
2019
Q4 		$1.42M Buy
+34,610
New +$1.37M 0.49% 35

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Summit Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 29% in Q1 2026, buying an estimated $1.35M and bringing the position to 86,596 shares worth $5.85M. The position accounts for 0.93% of the portfolio, ranked #31.

Summit Wealth Partners first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Summit Wealth Partners held 86,596 shares of iShares Core S&P Mid-Cap ETF worth $5.85M as of Q1 2026.
  • Summit Wealth Partners bought 19,533 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.35M.
  • iShares Core S&P Mid-Cap ETF made up 0.93% of Summit Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Summit Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.