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

Wealth Quarterback’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 		$535K Sell
7,915
-344
-4% -$23.9K 0.21% 80
2025
Q4 		$545K Sell
8,259
-1,452
-15% -$95.1K 0.2% 79
2025
Q3 		$634K Sell
9,711
-37
-0.4% -$2.38K 0.25% 73
2025
Q2 		$605K Sell
9,748
-8,091
-45% -$475K 0.29% 74
2025
Q1 		$1.04M Sell
17,839
-41,839
-70% -$2.6M 0.59% 40
2024
Q4 		$3.72M Sell
59,678
-50,180
-46% -$3.22M 1.75% 11
2024
Q3 		$6.85M Buy
109,858
+1,168
+1% +$70.4K 3.56% 7
2024
Q2 		$6.36M Sell
108,690
-6,758
-6% -$397K 3.61% 6
2024
Q1 		$7.01M Sell
115,448
-8,307
-7% -$470K 3.92% 7
2023
Q4 		$6.86M Buy
123,755
+48,245
+64% +$2.45M 4.19% 4
2023
Q3 		$3.77M Sell
75,510
-25,400
-25% -$1.33M 3.26% 8
2023
Q2 		$5.28M Sell
100,910
-3,600
-3% -$179K 3.66% 9
2023
Q1 		$5.23M Buy
104,510
+3,615
+4% +$184K 4.44% 3
2022
Q4 		$4.88M Buy
100,895
+2,300
+2% +$111K 4.05% 5
2022
Q3 		$4.32M Buy
98,595
+2,070
+2% +$100K 4.6% 5
2022
Q2 		$4.37M Buy
+96,525
New +$4.76M 3.4% 8
2021
Q3 		$1.25M Buy
26,370
+480
+2% +$25.8K 0.83% 23
2021
Q2 		$1.39M Buy
+25,890
New +$1.4M 0.85% 21
2020
Q4 		$2.74M Sell
59,645
-11,170
-16% -$471K 2.28% 10
2020
Q3 		$2.52M Hold
70,815
– – 2.31% 9
2020
Q2 		$2.52M Buy
70,815
+810
+1% +$26.9K 2.31% 9
2020
Q1 		$2.01M Sell
70,005
-221,530
-76% -$8.24M 1.84% 9
2019
Q4 		$1.68M Buy
+291,535
New +$11.6M 1.46% 16

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Quarterback's IJH Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q1 2026, selling an estimated $23.9K and leaving 7,915 shares worth $535K. The position accounts for 0.21% of the portfolio, ranked #80.

Wealth Quarterback first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.01M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Wealth Quarterback held 7,915 shares of iShares Core S&P Mid-Cap ETF worth $535K as of Q1 2026.
  • Wealth Quarterback sold 344 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $23.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.21% of Wealth Quarterback's portfolio in Q1 2026, its #80 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's iShares Core S&P Mid-Cap ETF position peaked at $7.01M in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.