Wealth Preservation Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Wealth Preservation Advisors's IJH Position: Q1 2026 in Review
Wealth Preservation Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q1 2026, selling an estimated $48.3K and leaving 2,731 shares worth $184K. The position accounts for 0.15% of the portfolio, ranked #67.
Wealth Preservation Advisors first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $226K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Wealth Preservation Advisors held 2,731 shares of iShares Core S&P Mid-Cap ETF worth $184K as of Q1 2026.
- Wealth Preservation Advisors sold 696 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $48.3K.
- iShares Core S&P Mid-Cap ETF made up 0.15% of Wealth Preservation Advisors's portfolio in Q1 2026, its #67 holding.
- Wealth Preservation Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
- Wealth Preservation Advisors's iShares Core S&P Mid-Cap ETF position peaked at $226K in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.