Western Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Western Wealth Management's IJH Position: Q1 2026 in Review
Western Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q1 2026, buying an estimated $3.69M and bringing the position to 271,697 shares worth $18.3M. The position accounts for 0.7% of the portfolio, ranked #26.
Western Wealth Management first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. The position peaked at $25.2M in Q1 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Western Wealth Management held 271,697 shares of iShares Core S&P Mid-Cap ETF worth $18.3M as of Q1 2026.
- Western Wealth Management bought 53,256 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.69M.
- iShares Core S&P Mid-Cap ETF made up 0.7% of Western Wealth Management's portfolio in Q1 2026, its #26 holding.
- Western Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
- Western Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $25.2M in Q1 2022.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.