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

Wealth Alliance’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	$3.24M	Sell	47,966 -7,318	-13%	-$508K	0.32%	64
2025 Q4	$3.65M	Sell	55,284 -1,729	-3%	-$113K	0.36%	50
2025 Q3	$3.72M	Sell	57,013 -1,186	-2%	-$76.2K	0.38%	48
2025 Q2	$3.61M	Buy	58,199 +1,011	+2%	+$59.3K	0.4%	48
2025 Q1	$3.34M	Buy	57,188 +1,120	+2%	+$69.6K	0.4%	48
2024 Q4	$3.49M	Buy	56,068 +460	+0.8%	+$29.5K	0.42%	42
2024 Q3	$3.47M	Buy	55,608 +303	+0.5%	+$18.3K	0.41%	38
2024 Q2	$3.24M	Buy	55,305 +262	+0.5%	+$15.4K	0.42%	41
2024 Q1	$3.34M	Sell	55,043 -4,347	-7%	-$246K	0.44%	37
2023 Q4	$3.29M	Sell	59,390 -36,045	-38%	-$1.83M	0.46%	36
2023 Q3	$4.76M	Buy	95,435 +36,915	+63%	+$1.93M	0.75%	15
2023 Q2	$3.06M	Buy	58,520 +395	+0.7%	+$19.6K	0.46%	36
2023 Q1	$2.91M	Sell	58,125 -1,145	-2%	-$58.3K	0.47%	32
2022 Q4	$2.87M	Sell	59,270 -555	-0.9%	-$26.8K	0.51%	30
2022 Q3	$2.62M	Sell	59,825 -3,005	-5%	-$145K	0.52%	28
2022 Q2	$2.84M	Sell	62,830 -8,405	-12%	-$415K	0.55%	29
2022 Q1	$3.82M	Sell	71,235 -445	-0.6%	-$23.7K	0.78%	19
2021 Q4	$4.06M	Sell	71,680 -505	-0.7%	-$28.1K	0.82%	18
2021 Q3	$3.8M	Sell	72,185 -13,475	-16%	-$725K	0.85%	21
2021 Q2	$4.6M	Sell	85,660 -4,320	-5%	-$233K	1.08%	15
2021 Q1	$4.68M	Sell	89,980 -3,645	-4%	-$182K	1.31%	10
2020 Q4	$4.3M	Sell	93,625 -1,640	-2%	-$69.1K	1.27%	11
2020 Q3	$3.53M	Sell	95,265 -295	-0.3%	-$11K	1.27%	11
2020 Q2	$3.4M	Buy	95,560 +11,835	+14%	+$393K	1.34%	12
2020 Q1	$2.41M	Buy	83,725 +17,750	+27%	+$660K	1.3%	13
2019 Q4	$2.72M	Buy	+65,975	New	+$2.61M	1.93%	14

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

Wealth Alliance's IJH Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, selling an estimated $508K and leaving 47,966 shares worth $3.24M. The position accounts for 0.32% of the portfolio, ranked #64.

Wealth Alliance first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.76M in Q3 2023. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wealth Alliance held 47,966 shares of iShares Core S&P Mid-Cap ETF worth $3.24M as of Q1 2026.
Wealth Alliance sold 7,318 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $508K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Wealth Alliance's portfolio in Q1 2026, its #64 holding.
Wealth Alliance first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Wealth Alliance's iShares Core S&P Mid-Cap ETF position peaked at $4.76M in Q3 2023.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.