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 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 $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

Weinberger Asset Management's IJH Position: Q1 2026 in Review

Weinberger Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $368K and leaving 28,096 shares worth $1.9M. The position accounts for 0.71% of the portfolio, ranked #30.

Weinberger Asset Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $4M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Weinberger Asset Management held 28,096 shares of iShares Core S&P Mid-Cap ETF worth $1.9M as of Q1 2026.
Weinberger Asset Management sold 5,302 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $368K.
iShares Core S&P Mid-Cap ETF made up 0.71% of Weinberger Asset Management's portfolio in Q1 2026, its #30 holding.
Weinberger Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Weinberger Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $4M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.