Weinberger Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Weinberger Asset Management’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	$2.07M	Sell	27,470 -626	-2%	-$45.9K	0.66%	32
2026 Q1	$1.9M	Sell	28,096 -5,302	-16%	-$368K	0.71%	30
2025 Q4	$2.2M	Sell	33,398 -1,153	-3%	-$75.5K	0.79%	30
2025 Q3	$2.25M	Sell	34,551 -4,487	-11%	-$288K	0.82%	33
2025 Q2	$2.42M	Sell	39,038 -730	-2%	-$42.9K	0.93%	28
2025 Q1	$2.32M	Sell	39,768 -839	-2%	-$52.1K	1%	28
2024 Q4	$2.53M	Sell	40,607 -946	-2%	-$60.7K	1.06%	26
2024 Q3	$2.59M	Sell	41,553 -847	-2%	-$51.1K	1.1%	26
2024 Q2	$2.48M	Sell	42,400 -75	-0.2%	-$4.41K	1.17%	23
2024 Q1	$2.58M	Sell	42,475 -3,265	-7%	-$185K	1.25%	22
2023 Q4	$2.54M	Sell	45,740 -3,165	-6%	-$161K	1.3%	22
2023 Q3	$2.44M	Sell	48,905 -2,780	-5%	-$146K	1.39%	22
2023 Q2	$2.7M	Sell	51,685 -2,930	-5%	-$146K	1.49%	20
2023 Q1	$2.73M	Sell	54,615 -2,765	-5%	-$141K	1.59%	20
2022 Q4	$2.78M	Sell	57,380 -10,470	-15%	-$506K	1.71%	17
2022 Q3	$2.98M	Sell	67,850 -1,730	-2%	-$83.6K	2.06%	15
2022 Q2	$3.15M	Sell	69,580 -975	-1%	-$48.1K	2.08%	14
2022 Q1	$3.79M	Sell	70,555 -70	-0.1%	-$3.73K	3.24%	10
2021 Q4	$4M	Buy	+70,625	New	+$3.93M	3.27%	11

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

Weinberger Asset Management's IJH Position: Q2 2026 in Review

Weinberger Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, selling an estimated $45.9K and leaving 27,470 shares worth $2.07M. The position accounts for 0.66% of the portfolio, ranked #32.

Weinberger Asset Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Weinberger Asset Management held 27,470 shares of iShares Core S&P Mid-Cap ETF worth $2.07M as of Q2 2026.
Weinberger Asset Management sold 626 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $45.9K.
iShares Core S&P Mid-Cap ETF made up 0.66% of Weinberger Asset Management's portfolio in Q2 2026, its #32 holding.
Weinberger Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Weinberger Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $4M in Q4 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.