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

Wealth Enhancement Trust Services’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 		$699K Sell
9,069
-367
-4% -$26.9K 0.08% 188
2026
Q1 		$637K Hold
9,436
– – 0.08% 192
2025
Q4 		$623K Buy
+9,436
New +$618K 0.08% 185

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Trust Services's IJH Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, selling an estimated $26.9K and leaving 9,069 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #188.

Wealth Enhancement Trust Services first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,313 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,069 shares of iShares Core S&P Mid-Cap ETF worth $699K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 367 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #188 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,313 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.