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 Q2	$1.56M	Sell	20,222 -1,058	-5%	-$77.6K	0.14%	57
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 $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

Three Seasons Wealth's IJH Position: Q2 2026 in Review

Three Seasons Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, selling an estimated $77.6K and leaving 20,222 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #57.

Three Seasons Wealth first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Three Seasons Wealth held 20,222 shares of iShares Core S&P Mid-Cap ETF worth $1.56M as of Q2 2026.
Three Seasons Wealth sold 1,058 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $77.6K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Three Seasons Wealth's portfolio in Q2 2026, its #57 holding.
Three Seasons Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Three Seasons Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.13M in Q1 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.