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

Uniting Wealth Partners’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	$391K	Sell	5,067 -2,470	-33%	-$181K	0.08%	131
2026 Q1	$509K	Buy	7,537 +8	+0.1%	+$555	0.11%	107
2025 Q4	$497K	Sell	7,529 -4,131	-35%	-$271K	0.15%	81
2025 Q3	$761K	Buy	11,660 +8,228	+240%	+$529K	0.18%	75
2025 Q2	$213K	Hold	3,432	–	–	0.08%	101
2025 Q1	$200K	Hold	3,432	–	–	0.1%	96
2024 Q4	$214K	Buy	+3,432	New	+$220K	0.1%	91

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 22.9% 1-Year Est. Return

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

Uniting Wealth Partners's IJH Position: Q2 2026 in Review

Uniting Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q2 2026, selling an estimated $181K and leaving 5,067 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #131.

Uniting Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $761K in Q3 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Uniting Wealth Partners held 5,067 shares of iShares Core S&P Mid-Cap ETF worth $391K as of Q2 2026.
Uniting Wealth Partners sold 2,470 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $181K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Uniting Wealth Partners's portfolio in Q2 2026, its #131 holding.
Uniting Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $761K in Q3 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.