Wealthspire Advisors (New York)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealthspire Advisors (New York)’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	$521M	Buy	7,709,430 +66,478	+0.9%	+$4.61M	4.09%	4
2025 Q4	$504M	Sell	7,642,952 -7,275,118	-49%	-$477M	4.01%	4
2025 Q3	$974M	Buy	14,918,070 +96,748	+0.7%	+$6.22M	5.09%	4
2025 Q2	$919M	Sell	14,821,322 -658,716	-4%	-$38.7M	5.17%	4
2025 Q1	$903M	Buy	15,480,038 +7,873,056	+103%	+$489M	5.4%	4
2024 Q4	$474M	Buy	7,606,982 +410,754	+6%	+$26.3M	4.71%	4
2024 Q3	$448M	Buy	7,196,228 +313,929	+5%	+$18.9M	4.56%	4
2024 Q2	$403M	Buy	6,882,299 +127,683	+2%	+$7.5M	5.16%	4
2024 Q1	$410M	Sell	6,754,616 -16,929	-0.3%	-$958K	5.47%	4
2023 Q4	$375M	Buy	6,771,545 +106,550	+2%	+$5.4M	5.33%	5
2023 Q3	$332M	Sell	6,664,995 -32,545	-0.5%	-$1.71M	5.49%	5
2023 Q2	$350M	Buy	6,697,540 +113,410	+2%	+$5.64M	5.72%	5
2023 Q1	$329M	Buy	6,584,130 +293,940	+5%	+$15M	5.65%	5
2022 Q4	$304M	Sell	6,290,190 -13,015	-0.2%	-$629K	5.54%	5
2022 Q3	$276M	Buy	6,303,205 +50,455	+0.8%	+$2.44M	5.78%	4
2022 Q2	$283M	Buy	6,252,750 +2,457,760	+65%	+$121M	5.91%	4
2022 Q1	$204M	Buy	3,794,990 +177,745	+5%	+$9.46M	4.58%	5
2021 Q4	$205M	Sell	3,617,245 -2,214,430	-38%	-$123M	4.53%	5
2021 Q3	$307M	Buy	5,831,675 +2,870,280	+97%	+$154M	6.37%	4
2021 Q2	$159M	Sell	2,961,395 -230,875	-7%	-$12.5M	4.18%	7
2021 Q1	$166M	Buy	3,192,270 +1,040,675	+48%	+$52M	3.94%	6
2020 Q4	$98.9M	Buy	2,151,595 +1,055,220	+96%	+$44.5M	2.94%	9
2020 Q3	$40.6M	Buy	1,096,375 +293,115	+36%	+$11M	2.42%	10
2020 Q2	$28.6M	Sell	803,260 -520,085	-39%	-$17.3M	1.99%	13
2020 Q1	$38.1M	Buy	1,323,345 +1,204,480	+1,013%	+$44.8M	1.6%	15
2019 Q4	$4.89M	Buy	118,865 +106,570	+867%	+$4.22M	0.36%	27
2019 Q3	$475K	Buy	+12,295	New	+$473K	0.04%	87
2019 Q1	–	Sell	-4,955	Closed	-$165K	–	401
2018 Q4	$165K	Buy	+4,955	New	+$181K	0.02%	74

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

Wealthspire Advisors (New York)'s IJH Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.87% in Q1 2026, buying an estimated $4.61M and bringing the position to 7,709,430 shares worth $521M. The position accounts for 4.09% of the portfolio, ranked #4.

Wealthspire Advisors (New York) first reported a position in IJH in Q4 2018 and has held it in 28 quarters since. The position peaked at $974M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wealthspire Advisors (New York) held 7,709,430 shares of iShares Core S&P Mid-Cap ETF worth $521M as of Q1 2026.
Wealthspire Advisors (New York) bought 66,478 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.61M.
iShares Core S&P Mid-Cap ETF made up 4.09% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #4 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s iShares Core S&P Mid-Cap ETF position peaked at $974M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.