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

Waypoint Wealth Counsel’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	$1.07M	Sell	15,771 -12,120	-43%	-$841K	0.55%	30
2025 Q4	$1.84M	Sell	27,891 -780	-3%	-$51.1K	0.67%	23
2025 Q3	$1.87M	Sell	28,671 -38	-0.1%	-$2.44K	0.74%	24
2025 Q2	$1.78M	Sell	28,709 -2,591	-8%	-$152K	0.88%	24
2025 Q1	$1.83M	Sell	31,300 -4,672	-13%	-$290K	1.15%	20
2024 Q4	$2.24M	Buy	35,972 +116	+0.3%	+$7.44K	1.46%	17
2024 Q3	$2.23M	Buy	35,856 +4,002	+13%	+$241K	1.5%	16
2024 Q2	$1.86M	Sell	31,854 -429	-1%	-$25.2K	1.43%	18
2024 Q1	$1.96M	Buy	32,283 +43	+0.1%	+$2.43K	1.51%	17
2023 Q4	$1.79M	Buy	32,240 +165	+0.5%	+$8.37K	1.52%	16
2023 Q3	$1.6M	Sell	32,075 -285	-0.9%	-$14.9K	1.51%	16
2023 Q2	$1.69M	Buy	32,360 +180	+0.6%	+$8.95K	1.51%	16
2023 Q1	$1.61M	Sell	32,180 -2,030	-6%	-$103K	1.25%	19
2022 Q4	$1.65M	Buy	+34,210	New	+$1.65M	1.33%	21

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

Waypoint Wealth Counsel's IJH Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 43% in Q1 2026, selling an estimated $841K and leaving 15,771 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #30.

Waypoint Wealth Counsel first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Waypoint Wealth Counsel held 15,771 shares of iShares Core S&P Mid-Cap ETF worth $1.07M as of Q1 2026.
Waypoint Wealth Counsel sold 12,120 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $841K.
iShares Core S&P Mid-Cap ETF made up 0.55% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #30 holding.
Waypoint Wealth Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's iShares Core S&P Mid-Cap ETF position peaked at $2.24M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.