Wedmont Private Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wedmont Private Capital’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	$8.31M	Buy	109,841 +2,193	+2%	+$161K	0.23%	61
2026 Q1	$7.59M	Buy	107,648 +3,629	+3%	+$252K	0.24%	60
2025 Q4	$7.1M	Buy	104,019 +5,710	+6%	+$374K	0.25%	55
2025 Q3	$6.4M	Sell	98,309 -2,475	-2%	-$159K	0.24%	56
2025 Q2	$6.41M	Buy	100,784 +729	+0.7%	+$42.8K	0.27%	52
2025 Q1	$5.44M	Buy	100,055 +25,256	+34%	+$1.57M	0.28%	54
2024 Q4	$4.63M	Buy	74,799 +2,612	+4%	+$168K	0.24%	57
2024 Q3	$4.46M	Buy	72,187 +722	+1%	+$43.5K	0.25%	55
2024 Q2	$4.32M	Buy	71,465 +2,581	+4%	+$152K	0.27%	52
2024 Q1	$4.13M	Buy	68,884 +234	+0.3%	+$13.2K	0.3%	47
2023 Q4	$3.76M	Sell	68,650 -3,625	-5%	-$184K	0.31%	49
2023 Q3	$3.57M	Buy	72,275 +2,005	+3%	+$105K	0.36%	45
2023 Q2	$3.75M	Buy	70,270 +220	+0.3%	+$10.9K	0.4%	40
2023 Q1	$3.46M	Sell	70,050 -635	-0.9%	-$32.4K	0.46%	37
2022 Q4	$3.51M	Buy	70,685 +42,335	+149%	+$2.05M	0.52%	30
2022 Q3	$1.24M	Buy	28,350 +4,515	+19%	+$218K	0.25%	65
2022 Q2	$1.08M	Sell	23,835 -25,730	-52%	-$1.27M	0.23%	70
2022 Q1	$2.67M	Buy	49,565 +35,075	+242%	+$1.87M	0.6%	31
2021 Q4	$806K	Buy	+14,490	New	+$807K	0.25%	71

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

Wedmont Private Capital's IJH Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2026, buying an estimated $161K and bringing the position to 109,841 shares worth $8.31M. The position accounts for 0.23% of the portfolio, ranked #61.

Wedmont Private Capital first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wedmont Private Capital held 109,841 shares of iShares Core S&P Mid-Cap ETF worth $8.31M as of Q2 2026.
Wedmont Private Capital bought 2,193 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $161K.
iShares Core S&P Mid-Cap ETF made up 0.23% of Wedmont Private Capital's portfolio in Q2 2026, its #61 holding.
Wedmont Private Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.