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

Vericrest 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 Q1	$3.92M	Buy	57,983 +307	+0.5%	+$21.3K	3.51%	10
2025 Q4	$3.81M	Buy	+57,676	New	+$3.78M	3.38%	10
2022 Q2	$3.16M	Sell	69,890 -1,195	-2%	-$59K	3.88%	8
2022 Q1	$3.81M	Sell	71,085 -2,380	-3%	-$127K	3.97%	5
2021 Q4	$4.16M	Buy	+73,465	New	+$4.09M	3.86%	8

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

Vericrest Private Wealth's IJH Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.53% in Q1 2026, buying an estimated $21.3K and bringing the position to 57,983 shares worth $3.92M. The position accounts for 3.51% of the portfolio, ranked #10.

Vericrest Private Wealth first reported a position in IJH in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.16M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Vericrest Private Wealth held 57,983 shares of iShares Core S&P Mid-Cap ETF worth $3.92M as of Q1 2026.
Vericrest Private Wealth bought 307 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $21.3K.
iShares Core S&P Mid-Cap ETF made up 3.51% of Vericrest Private Wealth's portfolio in Q1 2026, its #10 holding.
Vericrest Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
Vericrest Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4.16M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.