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

Wealth Architects’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	$258K	Hold	3,340	–	–	0.02%	216
2026 Q1	$226K	Hold	3,340	–	–	0.02%	217
2025 Q4	$220K	Hold	3,340	–	–	0.02%	217
2025 Q3	$218K	Hold	3,340	–	–	0.02%	215
2025 Q2	$207K	Sell	3,340 -175	-5%	-$10.3K	0.02%	217
2025 Q1	$205K	Buy	+3,515	New	+$218K	0.02%	222
2024 Q1	–	Sell	-4,095	Closed	-$227K	–	211
2023 Q4	$227K	Sell	4,095 -1,050	-20%	-$53.3K	0.03%	177
2023 Q3	$257K	Buy	+5,145	New	+$270K	0.04%	156
2022 Q2	–	Sell	-7,495	Closed	-$402K	–	192
2022 Q1	$402K	Buy	7,495 +220	+3%	+$11.7K	0.07%	130
2021 Q4	$412K	Sell	7,275 -80	-1%	-$4.45K	0.07%	128
2021 Q3	$387K	Sell	7,355 -1,570	-18%	-$84.5K	0.08%	120
2021 Q2	$480K	Buy	+8,925	New	+$482K	0.09%	97
2020 Q1	–	Sell	-5,205	Closed	-$214K	–	138
2019 Q4	$214K	Buy	+5,205	New	+$206K	0.06%	127

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

Wealth Architects's IJH Position: Q2 2026 in Review

Wealth Architects held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,340 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #216.

Wealth Architects first reported a position in IJH in Q4 2019 and has held it in 13 quarters since. The position peaked at $480K in Q2 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealth Architects held 3,340 shares of iShares Core S&P Mid-Cap ETF worth $258K as of Q2 2026.
Wealth Architects left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #216 holding.
Wealth Architects first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 13 quarters since.
Wealth Architects's iShares Core S&P Mid-Cap ETF position peaked at $480K in Q2 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.