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

Surience Private Wealth’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	$5.01M	Buy	+74,118	New	+$5.14M	5.37%	5

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

Surience Private Wealth's IJH Position: Q1 2026 in Review

Surience Private Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 74,118 shares worth $5.01M. The stake represents 5.37% of the portfolio and ranks #5 among its holdings.

2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Surience Private Wealth held 74,118 shares of iShares Core S&P Mid-Cap ETF worth $5.01M as of Q1 2026.
iShares Core S&P Mid-Cap ETF was a new Surience Private Wealth position in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 5.37% of Surience Private Wealth's portfolio in Q1 2026, its #5 holding.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.