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

Wealth Management Associates’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	$512K	Sell	7,585 -26	-0.3%	-$1.8K	0.18%	114
2025 Q4	$502K	Sell	7,611 -25	-0.3%	-$1.64K	0.17%	104
2025 Q3	$498K	Sell	7,636 -25	-0.3%	-$1.61K	0.18%	108
2025 Q2	$475K	Hold	7,661	–	–	0.18%	101
2025 Q1	$447K	Sell	7,661 -50	-0.6%	-$3.1K	0.19%	100
2024 Q4	$480K	Sell	7,711 -35	-0.5%	-$2.25K	0.21%	96
2024 Q3	$483K	Sell	7,746 -10	-0.1%	-$603	0.21%	94
2024 Q2	$454K	Hold	7,756	–	–	0.21%	94
2024 Q1	$454K	Buy	7,756 +1	+0%	+$57	0.21%	94
2023 Q4	$430K	Hold	7,755	–	–	0.23%	93
2023 Q3	$387K	Hold	7,755	–	–	0.23%	96
2023 Q2	$406K	Sell	7,755 -115	-1%	-$5.71K	0.23%	91
2023 Q1	$394K	Hold	7,870	–	–	0.24%	94
2022 Q4	$381K	Sell	7,870 -190	-2%	-$9.18K	0.25%	93
2022 Q3	$353K	Hold	8,060	–	–	0.25%	110
2022 Q2	$365K	Hold	8,060	–	–	0.25%	104
2022 Q1	$433K	Sell	8,060 -25	-0.3%	-$1.33K	0.25%	106
2021 Q4	$458K	Sell	8,085 -770	-9%	-$42.9K	0.25%	107
2021 Q3	$466K	Sell	8,855 -855	-9%	-$46K	0.27%	95
2021 Q2	$522K	Hold	9,710	–	–	0.3%	84
2021 Q1	$506K	Hold	9,710	–	–	0.32%	76
2020 Q4	$446K	Buy	9,710 +230	+2%	+$9.69K	0.29%	89
2020 Q3	$351K	Sell	9,480 -275	-3%	-$10.3K	0.27%	92
2020 Q2	$347K	Sell	9,755 -350	-3%	-$11.6K	0.29%	85
2020 Q1	$291K	Sell	10,105 -2,350	-19%	-$87.4K	0.29%	81
2019 Q4	$513K	Buy	12,455 +660	+6%	+$26.2K	0.37%	65
2019 Q3	$456K	Buy	11,795 +125	+1%	+$4.8K	0.37%	66
2019 Q2	$453K	Buy	11,670 +250	+2%	+$9.58K	0.45%	54
2019 Q1	$433K	Buy	11,420 +3,660	+47%	+$135K	0.47%	55
2018 Q4	$258K	Buy	+7,760	New	+$283K	0.35%	67

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 Management Associates's IJH Position: Q1 2026 in Review

Wealth Management Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.34% in Q1 2026, selling an estimated $1.8K and leaving 7,585 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #114.

Wealth Management Associates first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $522K in Q2 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wealth Management Associates held 7,585 shares of iShares Core S&P Mid-Cap ETF worth $512K as of Q1 2026.
Wealth Management Associates sold 26 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.8K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Wealth Management Associates's portfolio in Q1 2026, its #114 holding.
Wealth Management Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Wealth Management Associates's iShares Core S&P Mid-Cap ETF position peaked at $522K in Q2 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.