West Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

West Wealth Group’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	$296K	Sell	4,387 -13	-0.3%	-$902	0.06%	103
2025 Q4	$290K	Sell	4,400 -1,224	-22%	-$80.2K	0.06%	94
2025 Q3	$366K	Buy	5,624 +1,433	+34%	+$92.1K	0.08%	77
2025 Q2	$263K	Buy	+4,191	New	+$246K	0.07%	93
2023 Q4	–	Sell	-58,615	Closed	-$2.92M	–	85
2023 Q3	$2.92M	Buy	+58,615	New	+$3.07M	1.28%	15

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

West Wealth Group's IJH Position: Q1 2026 in Review

West Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.3% in Q1 2026, selling an estimated $902 and leaving 4,387 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #103.

West Wealth Group first reported a position in IJH in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.92M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

West Wealth Group held 4,387 shares of iShares Core S&P Mid-Cap ETF worth $296K as of Q1 2026.
West Wealth Group sold 13 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $902.
iShares Core S&P Mid-Cap ETF made up 0.06% of West Wealth Group's portfolio in Q1 2026, its #103 holding.
West Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 5 quarters since.
West Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $2.92M in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.