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

WCG Wealth Advisors’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	$4.9M	Buy	72,573 +5,625	+8%	+$390K	0.14%	155
2025 Q4	$4.42M	Buy	66,948 +27,043	+68%	+$1.77M	0.12%	160
2025 Q3	$2.6M	Sell	39,905 -224	-0.6%	-$14.4K	0.16%	124
2025 Q2	$2.49M	Sell	40,129 -296	-0.7%	-$17.4K	0.16%	134
2025 Q1	$2.36M	Sell	40,425 -27,489	-40%	-$1.71M	0.18%	131
2024 Q4	$4.23M	Sell	67,914 -2,210	-3%	-$142K	0.28%	98
2024 Q3	$4.37M	Buy	70,124 +23,888	+52%	+$1.44M	0.3%	93
2024 Q2	$2.71M	Sell	46,236 -8,367	-15%	-$492K	0.2%	109
2024 Q1	$3.32M	Sell	54,603 -3,172	-5%	-$180K	0.28%	86
2023 Q4	$3.2M	Sell	57,775 -5,820	-9%	-$295K	0.24%	95
2023 Q3	$3.23M	Buy	+63,595	New	+$3.33M	0.24%	94
2022 Q4	–	Sell	-43,005	Closed	-$1.89M	–	209
2022 Q3	$1.89M	Buy	43,005 +15,465	+56%	+$748K	0.25%	80
2022 Q2	$1.25M	Buy	+27,540	New	+$1.36M	0.17%	101

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

WCG Wealth Advisors's IJH Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q1 2026, buying an estimated $390K and bringing the position to 72,573 shares worth $4.9M. The position accounts for 0.14% of the portfolio, ranked #155.

WCG Wealth Advisors first reported a position in IJH in Q2 2022 and has held it in 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

WCG Wealth Advisors held 72,573 shares of iShares Core S&P Mid-Cap ETF worth $4.9M as of Q1 2026.
WCG Wealth Advisors bought 5,625 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $390K.
iShares Core S&P Mid-Cap ETF made up 0.14% of WCG Wealth Advisors's portfolio in Q1 2026, its #155 holding.
WCG Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 13 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.