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

Wealthquest’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	$54.5M	Buy	807,614 +19,930	+3%	+$1.38M	3.86%	7
2025 Q4	$52M	Buy	787,684 +14,634	+2%	+$959K	3.93%	7
2025 Q3	$50.4M	Buy	773,050 +9,985	+1%	+$642K	4.02%	7
2025 Q2	$47.3M	Buy	763,065 +34,995	+5%	+$2.05M	3.73%	8
2025 Q1	$42.5M	Buy	728,070 +27,543	+4%	+$1.71M	3.55%	9
2024 Q4	$43.6M	Buy	700,527 +20,772	+3%	+$1.33M	3.55%	9
2024 Q3	$42M	Buy	679,755 +132,885	+24%	+$8.01M	3.7%	9
2024 Q2	$32M	Buy	546,870 +27,087	+5%	+$1.59M	3.41%	10
2024 Q1	$31.6M	Sell	519,783 -35,567	-6%	-$2.01M	3.38%	9
2023 Q4	$30.8M	Sell	555,350 -25,430	-4%	-$1.29M	3.41%	8
2023 Q3	$29M	Sell	580,780 -11,325	-2%	-$593K	3.56%	8
2023 Q2	$31M	Sell	592,105 -20,950	-3%	-$1.04M	3.7%	8
2023 Q1	$30.7M	Sell	613,055 -24,575	-4%	-$1.25M	3.98%	8
2022 Q4	$30.8M	Sell	637,630 -23,810	-4%	-$1.15M	3.97%	8
2022 Q3	$29M	Sell	661,440 -7,855	-1%	-$380K	4.06%	9
2022 Q2	$30.3M	Sell	669,295 -22,360	-3%	-$1.1M	4.57%	7
2022 Q1	$39.2M	Hold	691,655	–	–	6.01%	3
2021 Q4	$39.2M	Buy	691,655 +5,405	+0.8%	+$301K	6.01%	3
2021 Q3	$36.1M	Sell	686,250 -9,510	-1%	-$512K	6.09%	3
2021 Q2	$37.4M	Sell	695,760 -34,675	-5%	-$1.87M	6.4%	3
2021 Q1	$38M	Buy	730,435 +3,650	+0.5%	+$182K	7.1%	3
2020 Q4	$33.4M	Buy	726,785 +6,450	+0.9%	+$272K	7.15%	2
2020 Q3	$26.7M	Buy	720,335 +45,130	+7%	+$1.69M	6.61%	3
2020 Q2	$24M	Buy	+675,205	New	+$22.4M	6.11%	3
2019 Q4	$25.1M	Buy	610,525 +6,840	+1%	+$271K	7.2%	2
2019 Q3	$23.3M	Buy	603,685 +23,660	+4%	+$909K	7.8%	2
2019 Q2	$22.5M	Buy	580,025 +18,730	+3%	+$718K	8.51%	2
2019 Q1	$21.3M	Buy	561,295 +26,355	+5%	+$973K	8.03%	2
2018 Q4	$17.8M	Buy	+534,940	New	+$19.5M	7.28%	2
2015 Q3	$9.33M	Buy	+341,610	New	+$9.93M	16.9%	3

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

Wealthquest's IJH Position: Q1 2026 in Review

Wealthquest increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, buying an estimated $1.38M and bringing the position to 807,614 shares worth $54.5M. The position accounts for 3.86% of the portfolio, ranked #7.

Wealthquest first reported a position in IJH in Q3 2015 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wealthquest held 807,614 shares of iShares Core S&P Mid-Cap ETF worth $54.5M as of Q1 2026.
Wealthquest bought 19,930 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.38M.
iShares Core S&P Mid-Cap ETF made up 3.86% of Wealthquest's portfolio in Q1 2026, its #7 holding.
Wealthquest first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 30 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.