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

Three Seasons 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	$1.44M	Sell	21,280 -2,093	-9%	-$145K	0.55%	48
2025 Q4	$1.54M	Sell	23,373 -3,251	-12%	-$213K	0.15%	40
2025 Q3	$1.74M	Sell	26,624 -194	-0.7%	-$12.5K	0.17%	32
2025 Q2	$1.66M	Sell	26,818 -2,141	-7%	-$126K	0.19%	22
2025 Q1	$1.69M	Sell	28,959 -1,642	-5%	-$102K	0.84%	21
2024 Q4	$1.91M	Sell	30,601 -3,280	-10%	-$210K	0.93%	31
2024 Q3	$2.11M	Sell	33,881 -1,817	-5%	-$110K	1.11%	21
2024 Q2	$2.09M	Hold	35,698	–	–	1.16%	22
2024 Q1	$2.13M	Sell	35,698 -7	-0%	-$396	1.49%	24
2023 Q4	$1.98M	Sell	35,705 -1,285	-3%	-$65.2K	1.74%	18
2023 Q3	$1.85M	Buy	+36,990	New	+$1.94M	1.83%	11

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

Three Seasons Wealth's IJH Position: Q1 2026 in Review

Three Seasons Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q1 2026, selling an estimated $145K and leaving 21,280 shares worth $1.44M. The position accounts for 0.55% of the portfolio, ranked #48.

Three Seasons Wealth first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Three Seasons Wealth held 21,280 shares of iShares Core S&P Mid-Cap ETF worth $1.44M as of Q1 2026.
Three Seasons Wealth sold 2,093 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $145K.
iShares Core S&P Mid-Cap ETF made up 0.55% of Three Seasons Wealth's portfolio in Q1 2026, its #48 holding.
Three Seasons Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Three Seasons Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.13M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.