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

Watershed 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 Q2	$1.53M	Sell	19,873 -50	-0.3%	-$3.67K	0.43%	42
2026 Q1	$1.35M	Buy	19,923 +474	+2%	+$32.9K	0.42%	44
2025 Q4	$1.28M	Hold	19,449	–	–	0.39%	46
2025 Q3	$1.27M	Sell	19,449 -159	-0.8%	-$10.2K	0.4%	45
2025 Q2	$1.22M	Sell	19,608 -1,159	-6%	-$68K	0.44%	37
2025 Q1	$1.21M	Buy	20,767 +2,874	+16%	+$178K	0.48%	38
2024 Q4	$1.11M	Sell	17,893 -3,352	-16%	-$215K	0.43%	42
2024 Q3	$1.32M	Sell	21,245 -2,905	-12%	-$175K	0.53%	37
2024 Q2	$1.41M	Sell	24,150 -1,560	-6%	-$91.6K	0.6%	33
2024 Q1	$1.56M	Sell	25,710 -83,775	-77%	-$4.74M	0.69%	32
2023 Q4	$6.07M	Buy	109,485 +790	+0.7%	+$40.1K	3.35%	3
2023 Q3	$5.42M	Sell	108,695 -740	-0.7%	-$38.8K	3.34%	3
2023 Q2	$5.72M	Sell	109,435 -6,350	-5%	-$316K	3.46%	3
2023 Q1	$5.79M	Sell	115,785 -275	-0.2%	-$14K	3.92%	3
2022 Q4	$5.61M	Buy	+116,060	New	+$5.61M	4.26%	3

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 22.96% 1-Year Est. Return

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

Watershed Private Wealth's IJH Position: Q2 2026 in Review

Watershed Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, selling an estimated $3.67K and leaving 19,873 shares worth $1.53M. The position accounts for 0.43% of the portfolio, ranked #42.

Watershed Private Wealth first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.07M in Q4 2023. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Watershed Private Wealth held 19,873 shares of iShares Core S&P Mid-Cap ETF worth $1.53M as of Q2 2026.
Watershed Private Wealth sold 50 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.67K.
iShares Core S&P Mid-Cap ETF made up 0.43% of Watershed Private Wealth's portfolio in Q2 2026, its #42 holding.
Watershed Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $6.07M in Q4 2023.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.