W Advisors LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

W Advisors LLC’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	$381K	Sell	5,647 -14	-0.2%	-$971	0.2%	94
2025 Q4	$374K	Sell	5,661 -270	-5%	-$17.7K	0.19%	93
2025 Q3	$387K	Hold	5,931	–	–	0.2%	92
2025 Q2	$368K	Hold	5,931	–	–	0.21%	92
2025 Q1	$346K	Hold	5,931	–	–	0.22%	88
2024 Q4	$370K	Hold	5,931	–	–	0.23%	84
2024 Q3	$370K	Sell	5,931 -14	-0.2%	-$844	0.23%	81
2024 Q2	$348K	Hold	5,945	–	–	0.23%	79
2024 Q1	$361K	Hold	5,945	–	–	0.25%	80
2023 Q4	$330K	Sell	5,945 -4,160	-41%	-$211K	0.24%	79
2023 Q3	$504K	Buy	10,105 +4,080	+68%	+$214K	0.41%	57
2023 Q2	$315K	Hold	6,025	–	–	0.25%	77
2023 Q1	$301K	Sell	6,025 -500	-8%	-$25.5K	0.25%	81
2022 Q4	$316K	Sell	6,525 -180	-3%	-$8.7K	0.26%	79
2022 Q3	$294K	Sell	6,705 -750	-10%	-$36.3K	0.27%	77
2022 Q2	$338K	Sell	7,455 -1,025	-12%	-$50.6K	0.29%	72
2022 Q1	$455K	Sell	8,480 -285	-3%	-$15.2K	0.34%	64
2021 Q4	$496K	Buy	+8,765	New	+$488K	0.37%	61

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

W Advisors LLC's IJH Position: Q1 2026 in Review

W Advisors LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q1 2026, selling an estimated $971 and leaving 5,647 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #94.

W Advisors LLC first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $504K in Q3 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

W Advisors LLC held 5,647 shares of iShares Core S&P Mid-Cap ETF worth $381K as of Q1 2026.
W Advisors LLC sold 14 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $971.
iShares Core S&P Mid-Cap ETF made up 0.2% of W Advisors LLC's portfolio in Q1 2026, its #94 holding.
W Advisors LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
W Advisors LLC's iShares Core S&P Mid-Cap ETF position peaked at $504K in Q3 2023.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.