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WealthCare Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WealthCare Investment Partners’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 		$498K Sell
7,299
-99
-1% -$6.87K 0.14% 121
2025
Q4 		$495K Buy
7,398
+77
+1% +$5.04K 0.14% 119
2025
Q3 		$479K Buy
7,321
+223
+3% +$14.3K 0.16% 114
2025
Q2 		$453K Buy
7,098
+22
+0.3% +$1.29K 0.16% 112
2025
Q1 		$379K Buy
7,076
+262
+4% +$16.3K 0.16% 107
2024
Q4 		$423K Buy
6,814
+29
+0.4% +$1.86K 0.18% 105
2024
Q3 		$420K Buy
6,785
+1,619
+31% +$97.6K 0.18% 100
2024
Q2 		$302K Buy
5,166
+478
+10% +$28.1K 0.14% 106
2024
Q1 		$285K Sell
4,688
-352
-7% -$19.9K 0.14% 109
2023
Q4 		$276K Sell
5,040
-375
-7% -$19K 0.15% 102
2023
Q3 		$266K Sell
5,415
-40
-0.7% -$2.1K 0.16% 95
2023
Q2 		$284K Hold
5,455
– – 0.17% 89
2023
Q1 		$273K Sell
5,455
-370
-6% -$18.9K 0.17% 101
2022
Q4 		$282K Sell
5,825
-1,630
-22% -$78.7K 0.19% 91
2022
Q3 		$327K Sell
7,455
-1,075
-13% -$52K 0.27% 78
2022
Q2 		$386K Buy
8,530
+635
+8% +$31.3K 0.33% 69
2022
Q1 		$416K Buy
7,895
+680
+9% +$36.2K 0.37% 64
2021
Q4 		$409K Buy
+7,215
New +$402K 0.4% 60

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

WealthCare Investment Partners's IJH Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, selling an estimated $6.87K and leaving 7,299 shares worth $498K. The position accounts for 0.14% of the portfolio, ranked #121.

WealthCare Investment Partners first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • WealthCare Investment Partners held 7,299 shares of iShares Core S&P Mid-Cap ETF worth $498K as of Q1 2026.
  • WealthCare Investment Partners sold 99 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.87K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of WealthCare Investment Partners's portfolio in Q1 2026, its #121 holding.
  • WealthCare Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.