Sweeney & Michel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sweeney & Michel’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	$1M	Buy	14,094 +32	+0.2%	+$2.22K	0.3%	57
2025 Q4	$1.01M	Buy	14,062 +66	+0.5%	+$4.32K	0.3%	59
2025 Q3	$885K	Buy	13,996 +143	+1%	+$9.19K	0.3%	58
2025 Q2	$879K	Sell	13,853 -287	-2%	-$16.8K	0.31%	57
2025 Q1	$723K	Buy	+14,140	New	+$878K	0.32%	55
2024 Q3	$921K	Buy	14,413 +48	+0.3%	+$2.9K	0.36%	49
2024 Q2	$829K	Buy	14,365 +39	+0.3%	+$2.29K	0.35%	49
2024 Q1	$864K	Buy	+14,326	New	+$811K	0.38%	44
2023 Q3	$835K	Sell	17,175 -35	-0.2%	-$1.83K	0.44%	41
2023 Q2	$921K	Buy	17,210 +1,180	+7%	+$58.6K	0.47%	37
2023 Q1	$810K	Buy	+16,030	New	+$817K	0.43%	41

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

Sweeney & Michel's IJH Position: Q1 2026 in Review

Sweeney & Michel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q1 2026, buying an estimated $2.22K and bringing the position to 14,094 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #57.

Sweeney & Michel first reported a position in IJH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sweeney & Michel held 14,094 shares of iShares Core S&P Mid-Cap ETF worth $1M as of Q1 2026.
Sweeney & Michel bought 32 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.22K.
iShares Core S&P Mid-Cap ETF made up 0.3% of Sweeney & Michel's portfolio in Q1 2026, its #57 holding.
Sweeney & Michel first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's iShares Core S&P Mid-Cap ETF position peaked at $1.01M 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 Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.