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 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 $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 Effects's IJH Position: Q1 2026 in Review

Wealth Effects increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 22,895 shares worth $1.55M. The position accounts for 0.55% of the portfolio, ranked #42.

Wealth Effects first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wealth Effects held 22,895 shares of iShares Core S&P Mid-Cap ETF worth $1.55M as of Q1 2026.
Wealth Effects bought 300 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.8K.
iShares Core S&P Mid-Cap ETF made up 0.55% of Wealth Effects's portfolio in Q1 2026, its #42 holding.
Wealth Effects first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's iShares Core S&P Mid-Cap ETF position peaked at $1.6M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.