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 Q2	–	Sell	-74,118	Closed	-$5.01M	–	49
2026 Q1	$5.01M	Buy	+74,118	New	+$5.14M	5.37%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Surience Private Wealth's IJH Position: Q2 2026 in Review

Surience Private Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 74,118 shares — an estimated $5.01M sold.

Surience Private Wealth first reported a position in IJH in Q1 2026 and held it in 1 quarter. The position peaked at $5.01M in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Surience Private Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Surience Private Wealth sold 74,118 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.01M.
Surience Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
Surience Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $5.01M in Q1 2026.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.