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

Wealth Effects’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	$2.05M	Buy	26,570 +3,675	+16%	+$270K	0.55%	37
2026 Q1	$1.55M	Buy	22,895 +300	+1%	+$20.8K	0.55%	42
2025 Q4	$1.49M	Buy	22,595 +500	+2%	+$32.8K	0.47%	37
2025 Q3	$1.44M	Hold	22,095	–	–	0.46%	39
2025 Q2	$1.37M	Sell	22,095 -3,365	-13%	-$198K	0.51%	39
2025 Q1	$1.49M	Sell	25,460 -195	-0.8%	-$12.1K	0.62%	36
2024 Q4	$1.6M	Hold	25,655	–	–	0.57%	36
2024 Q3	$1.6M	Hold	25,655	–	–	0.56%	40
2024 Q2	$1.5M	Buy	25,655 +400	+2%	+$23.5K	0.54%	40
2024 Q1	$1.53M	Buy	25,255 +500	+2%	+$28.3K	0.57%	40
2023 Q4	$1.37M	Sell	24,755 -1,850	-7%	-$93.8K	0.52%	46
2023 Q3	$1.33M	Hold	26,605	–	–	0.66%	32
2023 Q2	$1.39M	Sell	26,605 -55	-0.2%	-$2.73K	0.61%	34
2023 Q1	$1.33M	Sell	26,660 -4,040	-13%	-$206K	0.68%	35
2022 Q4	$1.49M	Buy	+30,700	New	+$1.48M	0.85%	28

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 Effects's IJH Position: Q2 2026 in Review

Wealth Effects increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, buying an estimated $270K and bringing the position to 26,570 shares worth $2.05M. The position accounts for 0.55% of the portfolio, ranked #37.

Wealth Effects first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealth Effects held 26,570 shares of iShares Core S&P Mid-Cap ETF worth $2.05M as of Q2 2026.
Wealth Effects bought 3,675 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $270K.
iShares Core S&P Mid-Cap ETF made up 0.55% of Wealth Effects's portfolio in Q2 2026, its #37 holding.
Wealth Effects first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.