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 Q2	$562K	Sell	7,287 -12	-0.2%	-$880	0.14%	120
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthCare Investment Partners's IJH Position: Q2 2026 in Review

WealthCare Investment Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q2 2026, selling an estimated $880 and leaving 7,287 shares worth $562K. The position accounts for 0.14% of the portfolio, ranked #120.

WealthCare Investment Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WealthCare Investment Partners held 7,287 shares of iShares Core S&P Mid-Cap ETF worth $562K as of Q2 2026.
WealthCare Investment Partners sold 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
iShares Core S&P Mid-Cap ETF made up 0.14% of WealthCare Investment Partners's portfolio in Q2 2026, its #120 holding.
WealthCare Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.