Wallace Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wallace Advisory Group’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	$657K	Sell	9,725 -605	-6%	-$42K	0.7%	29
2025 Q4	$682K	Buy	10,330 +104	+1%	+$6.81K	0.72%	33
2025 Q3	$634K	Sell	10,226 -181	-2%	-$11.6K	0.51%	52
2025 Q2	$607K	Hold	10,407	–	–	0.44%	61
2025 Q1	$648K	Buy	10,407 +470	+5%	+$29.2K	0.45%	59
2024 Q4	$619K	Hold	9,937	–	–	0.43%	59
2024 Q3	$581K	Hold	9,937	–	–	0.43%	54
2024 Q2	$581K	Buy	9,937 +7,824	+370%	+$460K	0.42%	55
2024 Q1	$586K	Sell	2,113 -8,452	-80%	-$479K	0.44%	58
2023 Q4	$527K	Sell	10,565 -170	-2%	-$8.62K	0.41%	57
2023 Q3	$561K	Buy	10,735 +5,525	+106%	+$290K	0.4%	55
2023 Q2	$261K	Hold	5,210	–	–	0.2%	132
2023 Q1	$261K	Hold	5,210	–	–	0.2%	132
2022 Q4	$252K	Buy	+5,210	New	+$252K	0.2%	122

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

Wallace Advisory Group's IJH Position: Q1 2026 in Review

Wallace Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q1 2026, selling an estimated $42K and leaving 9,725 shares worth $657K. The position accounts for 0.7% of the portfolio, ranked #29.

Wallace Advisory Group first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $682K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wallace Advisory Group held 9,725 shares of iShares Core S&P Mid-Cap ETF worth $657K as of Q1 2026.
Wallace Advisory Group sold 605 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $42K.
iShares Core S&P Mid-Cap ETF made up 0.7% of Wallace Advisory Group's portfolio in Q1 2026, its #29 holding.
Wallace Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $682K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.