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Walsh & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Walsh & Associates’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 		$162K Buy
2,104
+360
+21% +$26.4K 0.13% 65
2026
Q1 		$118K Hold
1,744
– – 0.12% 68
2025
Q4 		$115K Buy
+1,744
New +$114K 0.11% 71

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walsh & Associates's IJH Position: Q2 2026 in Review

Walsh & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,104 shares worth $162K. The position accounts for 0.13% of the portfolio, ranked #65.

Walsh & Associates first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Walsh & Associates held 2,104 shares of iShares Core S&P Mid-Cap ETF worth $162K as of Q2 2026.
  • Walsh & Associates bought 360 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of Walsh & Associates's portfolio in Q2 2026, its #65 holding.
  • Walsh & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.