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

Westshore Wealth’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 		– Sell
-3,573
Closed -$236K – 110
2025
Q4 		$236K Buy
3,573
+86
+2% +$5.63K 0.08% 84
2025
Q3 		$228K Hold
3,487
– – 0.08% 88
2025
Q2 		$216K Hold
3,487
– – 0.08% 89
2025
Q1 		$203K Sell
3,487
-78
-2% -$4.84K 0.09% 91
2024
Q4 		$222K Hold
3,565
– – 0.09% 84
2024
Q3 		$222K Hold
3,565
– – 0.09% 87
2024
Q2 		$209K Hold
3,565
– – 0.09% 87
2024
Q1 		$217K Buy
+3,565
New +$202K 0.09% 92
2023
Q2 		– Sell
-6,815
Closed -$341K – 114
2023
Q1 		$341K Sell
6,815
-8,450
-55% -$431K 0.18% 60
2022
Q4 		$738K Buy
+15,265
New +$737K 0.42% 26

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westshore Wealth's IJH Position: Q1 2026 in Review

Westshore Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,573 shares — an estimated $236K sold.

Westshore Wealth first reported a position in IJH in Q4 2022 and held it in 10 quarters. The position peaked at $738K in Q4 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Westshore Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Westshore Wealth sold 3,573 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $236K.
  • Westshore Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 10 quarters.
  • Westshore Wealth's iShares Core S&P Mid-Cap ETF position peaked at $738K in Q4 2022.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.