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

Wealthspan 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	$1.31M	Sell	17,010 -273	-2%	-$20K	0.41%	45
2026 Q1	$1.17M	Sell	17,283 -1,010	-6%	-$70.1K	0.41%	45
2025 Q4	$1.21M	Sell	18,293 -7,121	-28%	-$466K	0.44%	41
2025 Q3	$1.66M	Sell	25,414 -21,563	-46%	-$1.39M	0.63%	35
2025 Q2	$2.91M	Sell	46,977 -9,711	-17%	-$570K	1.2%	24
2025 Q1	$3.31M	Sell	56,688 -1,265	-2%	-$78.6K	1.53%	18
2024 Q4	$3.61M	Sell	57,953 -66	-0.1%	-$4.23K	1.72%	16
2024 Q3	$3.62M	Sell	58,019 -855	-1%	-$51.6K	1.78%	14
2024 Q2	$3.45M	Sell	58,874 -1,043	-2%	-$61.3K	1.9%	14
2024 Q1	$3.64M	Sell	59,917 -3,363	-5%	-$190K	2.14%	12
2023 Q4	$3.51M	Sell	63,280 -8,575	-12%	-$435K	2.46%	13
2023 Q3	$3.58M	Sell	71,855 -8,665	-11%	-$454K	2.83%	12
2023 Q2	$4.21M	Sell	80,520 -5,395	-6%	-$268K	3.32%	7
2023 Q1	$4.3M	Buy	85,915 +1,025	+1%	+$52.2K	3.67%	6
2022 Q4	$4.11M	Buy	84,890 +1,390	+2%	+$67.2K	3.74%	6
2022 Q3	$3.66M	Sell	83,500 -1,435	-2%	-$69.4K	3.79%	6
2022 Q2	$3.84M	Sell	84,935 -735	-0.9%	-$36.3K	3.97%	7
2022 Q1	$4.6M	Buy	85,670 +980	+1%	+$52.2K	4.17%	7
2021 Q4	$4.79M	Buy	+84,690	New	+$4.71M	4.24%	6

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

Wealthspan Partners's IJH Position: Q2 2026 in Review

Wealthspan Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $20K and leaving 17,010 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #45.

Wealthspan Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.79M in Q4 2021. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealthspan Partners held 17,010 shares of iShares Core S&P Mid-Cap ETF worth $1.31M as of Q2 2026.
Wealthspan Partners sold 273 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Wealthspan Partners's portfolio in Q2 2026, its #45 holding.
Wealthspan Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Wealthspan Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.79M in Q4 2021.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.